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| Side by side | RFG |
|---|---|
| Strategy | US Stock Styles · Mid cap |
| Expense ratio | 0.35% |
| Cost per year on $10k | $35 |
| Trailing 12-mo yield | 0.11% |
| Income per year on $10k | $11 |
| YTD | +10.6% |
| 1 year | +11.4% |
| 3 years · per year | +15.7% |
| 5 years · per year | +5.0% |
| Worst drop · 1Y | −13.5% |
| Volatility · 1Y | 20.3% |
| Holdings | 102 |
| Assets | $322M |
| Leverage | None |
| Since | 2006 |
Highlighted = best in the row. Returns include dividends.