Previous close | 6.42 |
YTD return | -3.84% |
Expense ratio (net) | 0.78% |
Category | Allocation--30% to 50% Equity |
Last cap gain | 0.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 83.26M |
Beta (5Y monthly) | 0.79 |
Yield | 2.84% |
5y average return | N/A |
Holdings turnover | 82.00% |
Last dividend | 0.29 |
Average for category | N/A |
Inception date | 30 May 2014 |