|
|
| YTD Return: |
2.42% |
| 3y Avg Return: |
9.29% |
| 5y Avg Return: |
16.71% |
| Beta (3y): |
1.18 |
|
| The investment seeks investment results that correspond closely to the performance, before fees and expenses, of the S&P MidCap 400/BARRA Value index.
The fund invests at least 90% of assets in the mid-capitalization value sector of the U.S. equity market. It typically holds companies with the lowest price-to-book ratios within the S&P 400 index, which represent about 50% of the indexâs market capitalization. The fund may hold up to10% of non-S&P 400 assets. |
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| Fund Profile |
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