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Jih Sun Upstream A (0P00006AJU.TW)

Taiwan - Taiwan Delayed Price. Currency in TWD
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86.40+1.27 (+1.49%)
At close: 04:00AM CST

Jih Sun Upstream A

5F, No. 139, Sec. 2, Nanjing E. Rd., Taipei, Taiwan(R.O.C)

Management information
,Lead manager since 1 July 2022
學歷:田納西州大學企研所 經歷: 2011/07迄今 第一金台灣成長基金經理人 2011/042011/07 第一金台灣成長基金經理人/兼任第一金萬得福精選基金經理人 2010/122011/04 第一金台灣成長基金經理人 2010/062010/11 第一金台灣成長基金經理人兼任第一金福王基金經理人 2008/032010/06 第一金台灣成長基金經理人 2007/112008/02 金鼎投信研究部研究員
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

Fund familyJih Sun Financial Holding Co Ltd
Net assets6.03B
YTD return84.93%
Morningstar rating★★★★
Inception date5 Oct 2020

Fund operations

Last dividendN/A
Last cap gainN/A
Holdings turnover227.62%
Average for categoryN/A

Fees and expenses

Expense0P00006AJU.TWCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A