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Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
Market Performance
Up 20.8% over the past year, reflecting strong price momentum.Cost Efficiency
Ongoing charge of 0.15% — among the lowest available for this category.What is IVOG?
The fund employs an indexing investment approach designed to track the performance of the index, which represents the growth companies, as determined by the index sponsor, of the S&P MidCap 400 Index. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
Performance Highlights
Investment Breakdown
How would IVOG affect your portfolio?
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