Previous close | 11.28 |
YTD return | 5.89% |
Expense ratio (net) | 2.92% |
Category | Allocation--50% to 70% Equity |
Last cap gain | 1.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Below average |
Sustainability rating |
Net assets | 2.15M |
Beta (5Y monthly) | 0.80 |
Yield | 0.87% |
5y average return | N/A |
Holdings turnover | 41.00% |
Last dividend | 0.10 |
Average for category | N/A |
Inception date | 29 Dec 2017 |