The fund normally invests at least 80% of its total assets in securities that comprise the fund"s benchmark index. The index is comprised of small- and medium-capitalization companies as defined by Morningstar, that Morningstar determines have sustainable competitive advantages based on a proprietary methodology that considers quantitative and qualitative factors. It is non-diversified.
Company profile updated October 12, 2026.
As of October 9, 2026. Daily closing data may differ from the live quote shown in the dashboard.
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