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| YTD Return: |
21.93% |
| 3y Avg Return: |
-3.01% |
| 5y Avg Return: |
1.51% |
| Beta (3y): |
0.91 |
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| The investment seeks investment results that correspond closely to the performance, before fees and expenses, of the S&P 500/Citigroup Growth index.
The fund invests at least 90% of assets in S&P 500 securities that have the highest price-to-book ratios. It typically represents approximately 50% of the S&P 500's market capitalization. It may hold up to 10% 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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