The actively managed fund has delivered 10.96% annualized returns since inception and 16.9% over the past three years. It offers broader diversification across market caps with a lower P/E ratio (11.4) and has outperformed VBR since inception, though it charges a slightly higher 0.13% expense ratio.
Articles and sentiment ratings from Massive / Polygon. Sentiment is the provider's model rating for this company, not Gainbot's view.
Sources: Massive / Polygon daily aggregates (split-adjusted) · SEC filings via Massive · FINRA settlements via Massive · Financial Modeling Prep. Figures are dated where shown; research is informational, not investment advice. Methodology