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Profile

Data Providers

Overview

  • category
    Large-Cap Core Funds
  • management type
    Active
  • total assets
    $8.76B
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Assets

Net Assets

Total Net Assets

$8.76B

(Through Feb 2017)
There is no Net Asset data available to display at this time.

Flows

Net Flows

1 Year Net Flows

$1.19B

(Through Feb 2017)
There is no Net Flows data available to display at this time.
* BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.

Fees

Fee Comparison

expense ratio

0.70%

There is no Fee data available to display at this time.

Turnover

turnover

35.0%

There is no Turnover data available to display at this time.

Performance

Growth of 10k

1 Year Return

-0.40%

There is no Performance data available to display at this time.

Retirement

Managers

Current Fund Managers

  • Stephen Yacktman

    01-01-2002 - present
  • Jason Subotky

    01-01-2009 - present