|
|
| YTD Return: |
-4.29% |
| 3y Avg Return: |
6.55% |
| 5y Avg Return: |
15.35% |
| Beta (3y): |
1.32 |
|
| The investment seeks to provide investment results that, before expenses, correspond generally to the total return of the Dow Jones Wilshire Small Cap Value index.
The fund uses a passive management strategy designed to track the total return performance of the float-adjusted Small Cap Value index. The adviser seeks a correlation of 0.95 or better between the fundâs performance and the performance of the index. It is nondiversified. |
|
| Fund Profile |
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