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

EXPENSES

Cost Per $10,000:
3-Year: $523
5-Year: $917
10-Year: $2.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 20.14%    
52th
3-Year: 8%    
89th
5-Year: 9.82%    
72th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.23%    
49th
3-Year: -0.17%    
47th
5-Year: -0.73%    
31th
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MANAGEMENT

Fund Manager:
Name: Zhao
Since: 11/01/2019

PORTFOLIO

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Data on this page as of 03/31/2024.

Underlying data by Value Line