Previous close | 8.82 |
YTD return | -9.45% |
Expense ratio (net) | 0.68% |
Category | Allocation--30% to 50% Equity |
Last cap gain | 0.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | High |
Sustainability rating |
Net assets | 24.62M |
Beta (5Y monthly) | 1.09 |
Yield | 5.78% |
5y average return | N/A |
Holdings turnover | 210.00% |
Last dividend | 0.03 |
Average for category | N/A |
Inception date | 10 Apr 2017 |