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

EXPENSES

Cost Per $10,000:
3-Year: $275
5-Year: $481
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 13.19%    
82th
3-Year: 8.21%    
82th
5-Year: 13%    
91th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 2.57%    
63th
3-Year: 5.03%    
88th
5-Year: 3.88%    
97th
Show Details

MANAGEMENT

Fund Manager:
Name: Chan
Since: 04/01/2017

PORTFOLIO

Show Details
Data on this page as of 01/31/2024.

Underlying data by Value Line