| 37.60 Net Asset Value | 0.00% 1 Day | +13.84% Year-to-Date | Overall Morningstar Rating |
| Mid-cap value Style or Category | No Load Sales Expenses | 1.82% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +5.35% | 3 years | +18.88% | |
| 3 months | +11.51% | 5 years | +42.47% | |
| 1 year | +31.37% | Since inception | +35.77% |
| OSFDX | Category | |
|---|---|---|
| Performance 5-yr return | +42.47% | +7.48% |
| Expense ratio | 1.82% | 1.32% |
| Risk 5 year sharpe ratio | 1.07 | 0.38 |
| Net assets | $34.8M | $1.2B |
| Average market cap | $618.3M | $7.8B |
| Average P/E | 2.4 | 15.9 |
| Portfolio turnover | 113% | 113% |
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| Fund family | Oceanstone |
| Fund manager & tenure | James Wang / 6 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Consumer service | 28.53% |
| Healthcare | 26.93% |
| Business service | 15.27% |
| Consumer goods | 12.07% |
| Energy | 8.92% |
| ESI ITT Educational Services, Inc. | 7.87% |
| RAD Rite Aid Corporation | 6.03% |
| XIN Xinyuan Real Estate Co., Ltd. ADR | 1.88% |
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