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

EXPENSES

Cost Per $10,000:
3-Year: $255
5-Year: $447
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 0.12%    
66th
3-Year: -1.33%    
78th
5-Year: 5.98%    
78th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 6.03%    
78th
3-Year: 6%    
84th
5-Year: 2.18%    
72th
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MANAGEMENT

Fund Manager:
Name: Li
Since: 06/01/2013

PORTFOLIO

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RESOURCES

NTF Availability:

E*Trade
TD Ameritrade
Firstrade

Data on this page as of 12/31/2024.

Underlying data by Value Line