MUTUAL FUND SNAPSHOT The Easy Way To Find Great Mutual Funds!

EXPENSES

Cost Per $10,000:
3-Year: $116
5-Year: $204
10-Year: $464
Loads and Fees:
Initial: 0%
Deferred: 0%
Redemption: 0%
12b-1: NONE

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 18.16%    
84th
3-Year: 10.29%    
68th
5-Year: 7.12%    
85th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.28%    
33th
3-Year: 4.3%    
82th
5-Year: 0.53%    
43th
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MANAGEMENT

Fund Manager:
Name: Liao
Since: 12/20/2011

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 826-2333

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 08/31/2023.

Underlying data by Value Line