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

EXPENSES

Cost Per $10,000:
3-Year: $258
5-Year: $453
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 6.04%    
34th
3-Year: 5.05%    
74th
5-Year: 9.45%    
73th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.15%    
45th
3-Year: 6.81%    
89th
5-Year: 1.19%    
61th
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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 04/30/2024.

Underlying data by Value Line