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

EXPENSES

Cost Per $10,000:
3-Year: $294
5-Year: $515
10-Year: $1.2K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -1.91%    
14th
3-Year: 2.72%    
49th
5-Year: 1.33%    
24th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.79%    
45th
3-Year: 0.7%    
57th
5-Year: 1.23%    
61th
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MANAGEMENT

Fund Manager:
Name: Lu
Since: 06/01/2014

PORTFOLIO

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Data on this page as of 04/30/2023.

Underlying data by Value Line