* As of 30-Sep-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.77%|
Performance & Risk
|5y Avg Return:||14.27%|
|Rank in Category (ytd):||59|
|% Rank in Category (ytd):||3.65%|
|Morningstar Risk Rating:||3|
The investment seeks long-term capital appreciation.
The fund invests at least 80% of its total assets in common stock of companies that make up the Moneypaper 63 Stock Index, typically large-capitalization stocks, with an emphasis on quality and diversity. The Moneypaper 63 Stock Index is diversified across industries and is composed of companies that offer direct investment plans ("DRIPs"), regardless of the relative size of the companies. View More