- Fund Type: Open-End Fund
- Objective: Blend
- Asset Class: Equity
- Geographic Focus: U.S.
Snapshot for Oceanstone Fund (OSFDX)
| Year To Date: | +13.41% | 3-Month: | +11.12% | 3-Year: | +13.29% | 52-Week Range: | 29.10 - 37.46 |
|---|---|---|---|---|---|---|---|
| 1-Month: | +9.28% | 1-Year: | +24.45% | 5-Year: | +35.39% | Beta vs SPX: | 0.95 |
Fund Profile & Information for OSFDX
Oceanstone Fund is an open-end fund incorporated in the USA. The objective is obtain capital appreciation. the Fund invests only in common stocks on the New York Stock Exchange, American Stock Exchange, and NASDAQ that blend growth and value approaches.
| Inception Date: | 11-09-2006 | Telephone: | - |
|---|---|---|---|
| Managers: | JAMES J WANG | ||
| Web Site: | - | ||
Fundamentals for OSFDX
| NAV | (on 2013-05-17) 37.46 |
|---|---|
| Assets (M) | (on 2013-05-17) 34.58 |
| Fund Leveraged | N |
| Minimum Investment | 2,000.00 |
| Minimum Subsequent Investment | 100.00 |
Dividends for OSFDX
No dividends reported
Fees & Expenses for OSFDX
| Front Load | 0.00 |
|---|---|
| Back Load | 0.00 |
| Current Mgmt Fee | 1.80 |
| Redemption Fee | 0.00 |
| 12b1 Fee | 0.00 |
| Expense Ratio | 1.80 |
Top Fund Holdings for OSFDX
Holding Data Unavailable.
Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.
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