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PORTFOLIO STATS
SIZE FUND CATEGORY
Median Market Cap NA NA
MARKET CAPITALIZATION % OF PORTFOLIO
Giant NA
Large NA
Medium NA
Small NA
Micro NA
INVESTMENT VALUATION STOCK PORTFOLIO CATEGORY
Price/Book NA NA
Price/Earnings NA NA
Price/Cash Flow NA NA
Price/Sales NA NA
MORNINGSTAR HISTORICAL RATINGS
PERIOD MORNINGSTAR RETURN RISK MORNINGSTAR RATING
3 Year Average High Rating: 3 out of 5
5 Year Average Above Average Rating: 3 out of 5
10 Year Above Average Above Average Rating: 4 out of 5
Overall Above Average Above Average Rating: 4 out of 5
SECTOR WEIGHTINGS
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MODERN PORTFOLIO THEORY STATISTICS
MEASUREMENT STANDARD INDEX
Barclays US Agg Bond TR USD
R-Squared (1-year) 60.93
Beta (1-year) 1.1
Alpha (1-year) 0.66
VOLATILITY MEASURES
STANDARD DEVIATION NA
Mean NA
Treynor Ratio 5.37
Sharpe Ratio NA
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  • Morningstar ratings data through 8/31/2014
  • Morningstar portfolio data through 6/30/2014
DATA PROVIDERS

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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.

Financial data in US dollars | Page generated 9:37 AM ET
ASSET ALLOCATION
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