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| YTD Return: |
14.91% |
| 3y Avg Return: |
-7.90% |
| 5y Avg Return: |
0.82% |
| Beta (3y): |
1.06 |
|
| The investment seeks investment results that correspond generally to the price and yield performance of the Russell 1000 Value index.
The fund invests at least 90% of assets in the securities of the underlying index. It uses a replication strategy in order to track the Russell 1000 Value index, which measures the performance of the large-capitalization sector of the US equity market. The fund invests in those Russell 1000 index companies with lower price-to-book ratios and lower forecasted growth. |
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| Fund Profile |
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