|Expense Ratio (net)||0.09%|
|Morningstar Risk Rating||★★★|
|Last Cap Gain||0.00|
|Inception Date||Mar 25, 1999|
|Average for Category||N/A|
We've designed these portfolios to maximize returns while limiting Uncle Sam's take.
Our model portfolios are designed to facilitate in-retirement cash flows--and to limit Uncle Sam's take.
While U.S. based active equity funds continue to feel investor's wrath, it's the passive funds that are attracting investor attention.