• Fund Type: Open-End Fund
  • Objective: Value Broad Market
  • Asset Class: Equity
  • Geographic Focus: U.S.

Oceanstone Fund

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Snapshot for Oceanstone Fund (OSFDX)

Year To Date: - 3-Month: -9.97% 3-Year: +12.48% 52-Week Range: 36.03 - 42.34
1-Month: -4.11% 1-Year: -2.62% 5-Year: +17.32% Beta vs SPX: -

Mutual Fund Chart for OSFDX

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  • OSFDX:US 36.41
  • 1M
  • 1Y
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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

Assets (M) (on 2014-08-29) 6.02
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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