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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 19.7% over the past year, showing positive momentum.Cost Efficiency
Ongoing charge of 0.07% — among the lowest available for this category.What is VOE?
The fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Value Index, a broadly diversified index of value stocks of mid-size U. 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 VOE affect your portfolio?
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