Previous Close | 8.85 |
YTD Return | 9.31% |
Expense Ratio (net) | 1.27% |
Category | Allocation--30% to 50% Equity |
Last Cap Gain | 0.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | High |
Sustainability Rating | N/A |
Net Assets | 1.39M |
Beta (5Y Monthly) | 0.97 |
Yield | 2.04% |
5y Average Return | N/A |
Holdings Turnover | 44.00% |
Last Dividend | 0.09 |
Average for Category | N/A |
Inception Date | Oct 14, 2014 |