First-Trust Goodquality Life Stock Fund

 (MUTF_CN:FIRS_GOOD_LIFE_41BJM9)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +1.09%
   
1 week
   
-0.69%  
4 week
   
-4.43%  
3 month
   
-7.29%  
YTD
   
-4.07%  
1 year
   
-15.44%  
3 years*   +9.50%
   
5 years*   +9.42%
   
*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  
0.90+0.01(1.09%)
Jan 20, 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* -18.52 0.86 6.28 3.70
Beta* 1.13 1.00 0.93 0.86
Mean annual return -2.32 1.33 1.08 0.83
R-squared* 88.35 63.22 59.19 67.18
Standard deviation 32.44 35.66 30.88 33.54
Sharpe ratio -0.89 0.40 0.35 0.23
* Against standard index

Top 10 holdings