16.28 0.11(0.68%) Jun 18
* As of 28-Feb-13
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.00%|
Performance & Risk
|5y Avg Return:||5.07%|
|Rank in Category (ytd):||13|
|% Rank in Category (ytd):||0.75%|
|Morningstar Risk Rating:||1|
The investment seeks long-term capital growth through an actively managed portfolio of stocks.
The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities, such as common and preferred stock. It may invest in companies of any size, but generally focuses on large capitalization companies. The fund incorporates comprehensive environmental, social and governance (ESG) guidelines in portfolio construction. View More