Previous Close | 7.55 |
YTD Return | 11.72% |
Expense Ratio (net) | 0.99% |
Category | Allocation--70% to 85% Equity |
Last Cap Gain | -37.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | High |
Sustainability Rating |
Net Assets | 158.26M |
Beta (5Y Monthly) | 1.39 |
Yield | 4.97% |
5y Average Return | N/A |
Holdings Turnover | 41.00% |
Last Dividend | 0.10 |
Average for Category | N/A |
Inception Date | Feb 28, 2014 |