Fullgoal Tianrui Surging Area Selected Mixed Type Fund

 (MUTF_CN:FULL_TIAN_SURG_SZJHXW)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.91%  
1 week   +0.14%
   
4 week   +10.80%
   
3 month   +13.38%
   
YTD   +10.50%
   
1 year   +12.43%
   
3 years*   +10.80%
   
5 years*   +3.04%
   
*annualized
Best 3 month return+43.74%  
Worst 3 month return-34.22%  

Morningstar statistics

Morningstar category: Aggressive Allocation Fund
  Return Risk Rating
3 years Above Average Average
5 years Average Above Average
10 years     -     - -
Overall Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets3.77B 
Front load1.50%  
Deferred load1.80%  
Expense ratio-  
Management fee1.50%  
Fund familyFullgoal Fund Mgmt Co.,Ltd 

Asset allocation

Cash26.14%  
Stocks81.48%  
Bonds0.00%  
Other-7.62%  

Purchase information

InitialCN�1,000  
AdditionalCN�1,000  
0.94-0.01(-0.91%)
Dec 19, 3:00PM GMT+8 Overall Morningstar RatingTM

Description

The fund mainly invest in list companies with strongly competitive, stable management style, good credit record and excellent operation scores in the high economic development regions.
Asset manager:
Yi He (Started: Sep 8, 2012)
Advisor Company:
Fullgoal Fund Mgmt Co.,Ltd
shanghai Guojin Center 16-17th ,Pudong New Area,Shanghai, China
021-20361616 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -8.23 7.57 5.81     -
Beta* 0.69 0.74 0.85     -
Mean annual return 0.43 0.89 0.28     -
R-squared* 79.67 72.88 80.93     -
Standard deviation 12.52 16.67 18.76     -
Sharpe ratio 0.18 0.46 0.02     -
* Against standard index

Top 10 holdings