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.
Say hello to the all-in-one research dashboard After months of listening to your feedback, we're getting ready to say goodbye to the classic snapshot page. What's been improved Video tutorial Upgrade Now. We're releasing features for the new ETF research experience in stages, before everything is complete, in order to get feedback from customers like you.
Here are some of the improvements we've made so far:. Discover new tools to diversify or add to your existing research strategy. Analyst Ratings — Looking for a second opinion? See the top analysts' ratings for an ETF, and get one-click access to their research reports. Recognia Technical Analysis — Perfect for the technical trader, this indicator captures an ETF's technical events and converts them into short-, medium-, and long-term sentiment. Technical Events — Quickly scan a list of the latest technical patterns triggered for an ETF, without having to interpret the chart on your own.
Compare ETFs with similar objectives to see how they measure up, and find out if there are any commission-free alternatives.
Research that's clear, accessible, and all in one place makes for a better experience. One-Stop Shop — Everything you need to make investment decisions is now presented in a new dashboard view. Profile — Get to know an ETF's objectives, holdings, and performance all in a quick summary. Get relevant information about your holdings right when you need it. See Your Performance — Select the portfolio icon on the upper right to get information on ETFs you own without leaving the Research page.
Faster Access to Positions — A shortcut to view the full list of positions in your portfolio? Use the ticker search box. Add Your Own Notes — Use Notebook to save your investment ideas in one convenient, private, and secure place. Enter Name or Symbol. Press down arrow for suggestions, or Escape to return to entry field.
Opens in new window. Learn about exchange-traded products, in the Learning Center. Log in for real time quote. Download to Excel file. Please use the Advanced Chart if you want to have more than one view.