The market’s down by 15.73 points and the fund is still up by 1.769%. YTD is 117.16 %. You can check the other stats. . I’m going to something fishy so I’ll have to say this quickly. If you have a 100K you and won’t need it for 90 days; this is the low energy approach to investing. I’ve been investing in equity for 6 weeks and I wasn’t able to beat their 17% return last month. Time deposit for 3M gives only about 3-4%. Pre-cautionary tale Value At Risk is 7%.
Everything is from Bloomberg.
|52-Week Range||446.32 – 193.05|
|BETA vs. PCOMP||N.A.|
|Assets (Millions)||N.A. (on )||Last Dividend Net||N.A. (ex )|
|Dividend Type||Dividend Yield (ttm)||N.A.|
Fees and Expenses
|Front Load||Back Load|
|Redemption Fee||N.A||Current Mgmt Fee||2.00|
|Expense Ratio||N.A||Marketing Fee||N.A|
|Year to Date||117.16||1-Year||130.64|