|
|
| YTD Return: |
1.86% |
| 3y Avg Return: |
9.08% |
| 5y Avg Return: |
14.54% |
| Beta (3y): |
1.01 |
|
| The investment seeks investment results that correspond closely to the performance, before fees and expenses, of the S&P 500/Citigroup Value index.
The fund invests at least 90% of assets in S&P 500 securities that have the lowest price-to-book ratios. It typically represents approximately 50% of the S&P 500âs market capitalization. It may hold up to10% of non-S&P assets, including futures contracts, options, cash and cash equivalents. The fund is nondiversified. |
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| Fund Profile |
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0.1199 (0.23%) 
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