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| YTD Return: |
24.90% |
| 3y Avg Return: |
0.72% |
| 5y Avg Return: |
11.07% |
| Beta (3y): |
0.96 |
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| The investment seeks to track the performance of a benchmark index that measures the investment return of energy stocks.
The fund employs a passive management investment approach to track the performance of the MSCI US Investable Market Energy Index, an index made up of stocks of large, medium-size, and small U.S. companies within the energy sector. The sector includes the construction or provision of oil rigs, drilling equipment, and other energy-related equipment and services; or companies engaged in the exploration, production, marketing, refining, and/or transportation of oil and gas products. It is non diversified. |
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| Fund Profile |
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