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
   
-1.00%  
1 week   +1.50%
   
4 week   +17.52%
   
3 month   +22.77%
   
YTD   +25.26%
   
1 year   +29.73%
   
3 years*   +10.47%
   
5 years*
   
-0.12%  
*annualized
Best 3 month return+54.03%  
Worst 3 month return-32.26%  

Morningstar statistics

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

Key statistics

Total assets1.02B 
Front load1.50%  
Deferred load-  
Expense ratio-  
Management fee1.50%  
Fund familyFirst-Trust Fund Mgmt Co.,Ltd 

Asset allocation

Cash9.17%  
Stocks72.97%  
Bonds0.00%  
Other17.86%  

Purchase information

InitialCN�1,000  
AdditionalCN�1,000  
1.04-0.01(-1.00%)
Dec 19, 3:00PM 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:
Yu Hong Dai (Started: Mar 1, 2012)
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* 6.49 3.74 1.44     -
Beta* 0.56 0.76 0.71     -
Mean annual return 1.50 0.57 -0.01     -
R-squared* 27.78 42.74 39.26     -
Standard deviation 17.38 22.38 22.51     -
Sharpe ratio 0.87 0.17 -0.14     -
* Against standard index

Top 10 holdings