Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
|---|---|---|---|---|---|---|---|
| Dana Limited Volatility ETF | DANA | Short-Term Bond | — | 1.02% | 21 | 0.350% | |
| Dana Unconstrained Equity ETF | DUNK | Large Blend | — | 14.98% | 13 | 0.750% | |
| Dana Concentrated Dividend ETF | DIVE | Large Value | — | 5.91% | 88 | 0.650% |
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.