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

EXPENSES

Cost Per $10,000:
3-Year: $113
5-Year: $198
10-Year: $451
Loads and Fees:
Initial: 0%
Deferred: 0%
Redemption: 0%
12b-1: NONE

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -1.37%    
93th
3-Year: 8.96%    
85th
5-Year: 7.59%    
81th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 13.53%    
93th
3-Year: -0.05%    
39th
5-Year: -0.54%    
32th
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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 10/31/2022.

Underlying data by Value Line