Russell 1000 Index


Unter der Annahme, dass die Fondsanteile nicht verkauft wurden. Views Read Edit View history. The information contained herein: By using this site, you agree to the Terms of Use and Privacy Policy. Fund companies and compliance officers find it a valuable resource for current and archived proprietary and competitor filings.


Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. The performance shown has been annualized for periods greater than one year. Investment returns and principal value will fluctuate, so that an investor's shares, when redeemed, may be worth more or less than their original cost.

For current performance, visit www. Fund performance is shown comparing it to a "benchmark" which may be a i broad-based securities market index ii a group of mutual funds with similar investment objectives, or iii a short term government backed debt obligation such as a U. An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading.

A fund's portfolio may differ from the securities held in an index. Morningstar is a registered trademark of Morningstar, Inc. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. The average is calculated and funds are assigned to a category by Morningstar. Exchange—traded funds and open—ended mutual funds are considered a single population for comparative purposes. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three—, five—, and 10—year if applicable Morningstar Rating metrics.

While the year overall star rating formula seems to give the most weight to the year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

Exposure reflects equity securities only and will sum to the equity exposure of the fund. Current performance may be higher or lower than the performance data quoted.

StyleMaps estimate characteristics of a fund's equity holdings over two dimensions: The percentage of fund assets represented by these holdings is indicated beside each StyleMap. Current StyleMap characteristics are denoted with a dot and are updated periodically. Historical StyleMap characteristics are calculated for the shorter of either the past three years or the life of the fund, and are represented by the shading of the box es previously occupied by the dot.

StyleMap characteristics represent an approximate profile of the fund's equity holdings e. Although the data are gathered from reliable sources, accuracy and completeness cannot be guaranteed. Skip to Main Content. Your browser is not supported.

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