Fullgoal Inflation and DeflationTheme Wheel Moving Stock Fund

 (MUTF_CN:FULL_INFL_THEM_835LG7)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.19%
   
1 week   +2.94%
   
4 week   +18.82%
   
3 month   +40.16%
   
YTD   +40.16%
   
1 year   +91.88%
   
3 years*   +26.00%
   
5 years*   -  
*annualized
Best 3 month return+21.42%  
Worst 3 month return-14.42%  

Morningstar statistics

Morningstar category: Equity Funds
  Return Risk Rating
3 years Average Below Average
5 years     -     - -
10 years     -     - -
Overall Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets611.81M 
Front load1.50%  
Deferred load1.80%  
Expense ratio-  
Management fee1.50%  
Fund familyFullgoal Fund Mgmt Co.,Ltd 

Asset allocation

Cash0.52%  
Stocks92.63%  
Bonds4.59%  
Other2.25%  

Purchase information

InitialCN�1,000  
1.610.00(0.19%)
Mar 31, 3:00PM GMT+8 Overall Morningstar RatingTM

Description

N/A
Asset manager:
Peng Yue Shang (Started: Oct 14, 2010)
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* 26.03 6.47     -     -
Beta* 0.04 0.40     -     -
Mean annual return 2.54 1.09     -     -
R-squared* 0.48 32.74     -     -
Standard deviation 13.38 16.28     -     -
Sharpe ratio 2.06 0.62     -     -
* Against standard index

Top 10 holdings