Dacheng Surging Income Bond Fund

 (MUTF_CN:DACH_SURG_INCO_BM75O8)   Watch this mutual fund  
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Performance

Trailing returns

Best 3 month return+24.58%  
Worst 3 month return-8.22%  

Morningstar statistics

Morningstar category: Aggressive Bond Fund
  Return Risk Rating
3 years Average Above Average
5 years Below Average Above Average
10 years     -     - -
Overall Below Average Above Average

Key statistics

Total assets2.25B 
Front load0.80%  
Deferred load1.00%  
Expense ratio-  
Management fee0.70%  
Fund familyDa Cheng Fund Mgmt Co.,Ltd 

Asset allocation

Cash25.47%  
Stocks0.04%  
Bonds44.78%  
Convertible22.98%  
Other6.73%  

Purchase information

Initial$1,000  
Additional$1,000  
Overall Morningstar RatingTM

Description

N/A
Asset manager:
Lei. Wang (Started: Jun 7, 2013)
Advisor Company:
Da Cheng Fund Mgmt Co.,Ltd
Merchants Bank Tower 32-33F,No.7088 Shennan Avenue,Futian District,Shenzhen
0755-83199588 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* 9.70 4.11 1.67     -
Beta* 1.79 1.84 1.51     -
Mean annual return 2.51 0.76 0.43     -
R-squared* 13.30 35.27 27.46     -
Standard deviation 12.59 9.24 8.32     -
Sharpe ratio 2.16 0.66 0.27     -
* Against standard index

Top 10 holdings