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  •  Dow Down 1.65% Nasdaq Down 1.89%

    INTECH US Mgd Volatility T (JRSTX)

    10.27 Down 0.08(0.77%) Jan 27
    Prev Close:10.35
    YTD Return*:9.18%
    Net Assets*:84.34M
    Yield*:2.24%

    * As of 31-Dec-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for JRSTX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    XOM2.090.41
    TSN1.97-0.35
    USB1.86-0.27
    SRE1.610.66
    CVS1.48-1.26

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:84.34M
    Category:Large Value
    Annual Report Expense Ratio (net):0.90%

    Performance & Risk

    YTD Return:9.18%
    5y Avg Return:14.96%
    Rank in Category (ytd):72
    % Rank in Category (ytd):5.58%
    Beta (3y):1.04
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets in U.S. common stocks from the universe of the Russell 1000® Index, utilizing INTECH's mathematical investment process, applying a managed volatility approach. The Russell 1000® Index is an unmanaged index that measures the performance of the large-cap segment of the U.S. equity universe. The fund pursues its investment objective by applying a mathematical investment process to construct an investment portfolio from the universe of stocks within the named benchmark index. View More
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