Price as of 05/01/2024 | $260.73 |
Change | –$1.05 | –0.40% |
SEC Yield | — |
Expense ratio as of12/31/2023 | 0.00% |
Inception date | 02/27/1998 |
Ticker symbol | — |
Newspaper abbr | — |
Fund number | 3804 |
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Learn more about this portfolio's investment strategy and policy.
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Type | Client-Specific Funds |
Category | Company Stock |
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Knowing a fund's investment style can help you understand how it might fit in your portfolio. This information can also help you build a portfolio that's broadly diversified across markets and less susceptible to sharp swings in any one market area.
The performance data shown represent past performance, which is not a guarantee of future results. Investment returns and principal value will fluctuate, so that investors' shares, when sold, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data cited. Expense ratio information can be found on the Overview page.
| 1 Year | 3 Year | 5 Year | 10 Year | Since Inception 02/27/1998 |
FDX Stock Fund | 29.34% | 2.47% | 11.69% | 9.48% |
9.59% |
S&P 500 Index | 29.88% | 11.49% | 15.05% | 12.96% |
8.35% |