|
|
| YTD Return: |
12.19% |
| 3y Avg Return: |
-7.96% |
| 5y Avg Return: |
0.17% |
| Beta (3y): |
0.99 |
|
| The investment seeks to replicate as closely as possible, before expenses, the performance of the Dow Jones U.S. Large Cap Value Total Stock Market index.
The fund uses a passive management strategy designed to track the total return performance of the float-adjusted Large Cap Value index. The adviser seeks a correlation of 0.95 or better between the fund's performance and the performance of the index. It is nondiversified. |
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| Fund Profile |
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