Previous Close | 4.9000 |
YTD Return | 9.16% |
Expense Ratio (net) | 3.68% |
Category | Allocation--30% to 50% Equity |
Last Cap Gain | -119.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | High |
Sustainability Rating |
Net Assets | 18.51M |
Beta (5Y Monthly) | 0.88 |
Yield | 6.00% |
5y Average Return | N/A |
Holdings Turnover | 35.00% |
Last Dividend | 0.24 |
Average for Category | N/A |
Inception Date | May 21, 2008 |