First-Trust Goodquality Life Stock Fund

 (MUTF_CN:FIRS_GOOD_LIFE_41BJM9)   Watch this mutual fund  
Find more results for MUTF_CN:290004

Performance

Trailing returns

1 day   +0.11%
   
1 week   +1.15%
   
4 week   +0.02%
   
3 month
   
-1.44%  
YTD
   
-1.04%  
1 year
   
-4.92%  
3 years*   +11.40%
   
5 years*   +8.50%
   
*annualized
Best 3 month return+75.26%  
Worst 3 month return-38.72%  

Morningstar statistics

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

Key statistics

Total assets866.61M 
Front load1.50%  
Deferred load-  
Expense ratio-  
Management fee1.50%  
Fund familyFirst-Trust Fund Mgmt Co.,Ltd 

Asset allocation

Cash11.59%  
Stocks87.33%  
Bonds0.00%  
Other1.07%  

Purchase information

InitialCN�1,000  
AdditionalCN�1,000  
0.930.00(0.11%)
Mar 24, 8:00AM GMT+8 Overall Morningstar RatingTM

Description

The fund shares the long-term and stable growth of the listed companies which satisfy people's need in life well in the process of sustainable development of China economy. It seeks long-term,stable appreciation on the base of controlling risk strictly.
Asset manager:
Jie. Liu (Started: Dec 1, 2016)
Advisor Company:
First-Trust Fund Mgmt Co.,Ltd
37F,HuaXia Bank Tower, No.256 South PuDong Rd, PuDong New Dis
021-20899060 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -10.83 -1.21 6.84 3.47
Beta* 0.80 1.01 0.94 0.87
Mean annual return 0.42 1.41 1.05 0.76
R-squared* 54.82 63.69 61.19 66.89
Standard deviation 15.81 35.55 30.50 33.49
Sharpe ratio 0.25 0.43 0.35 0.20
* Against standard index

Top 10 holdings