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| YTD Return: |
10.50% |
| 3y Avg Return: |
7.43% |
| 5y Avg Return: |
10.94% |
| Beta (3y): |
1.03 |
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| The investment seeks to replicate as closely as possible, before expenses, the performance of the Dow Jones Wilshire Large Cap Growth index.
The fund uses a passive management strategy designed to track the total return performance of the float-adjusted Large Cap Growth index. The adviser seeks a correlation of 0.95 or better between the fundâs performance and the performance of the index. It is nondiversified. |
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| Fund Profile |
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