|YTD NAV Return||+2.21|
|YTD Market Return||+2.21|
|Shares Outstanding||68.40 Mil|
- Last trade 4/17/2014 4:17 PM ET
|The investment seeks the investment results of an index composed of U.S. equities that, in the aggregate, have lower volatility characteristics relative to the broader U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. The underlying index follows a rules-based methodology to determine weights for securities in the index that seeks to minimize total risk of the MSCI USA Index. Components primarily include consumer staples, financials and healthcare companies. The fund is non-diversified.|
- * Annualized returns
- Data through 4/17/2014 12:00 AM ET
- Barron's | 4/11/2014
- InvestorPlace | 4/8/2014
- InvestorPlace | 2/25/2014
Copyright © 2014 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.