CVT S&P MidCap 400 Index F |
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Release date as of 2024-10-31. Data on page is subject to change. |
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Fees and Expenses |
Taken from prospectus dated 2024-05-01 |
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Maximum Fees |
Administrative |
0.12%
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Management |
0.32%
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12b-1 |
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Actual Fees |
12b-1 |
0.20%
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Management |
0.32%
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Expense Ratio |
0.53%
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(taken from annual report dated 2024-06-30) |
Total Annual Operating Expense |
0.65%
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Type |
Date |
% |
ExpenseRatio |
Contractual |
2025-05-01 |
0.12 |
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Inception Date: 2007-10-01 |
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Mngr Name |
Kevin L. Keene |
Mngr Start Date |
2008-11-30 |
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Biography |
Kevin L. Keene,
CFA May 2014 -present: Portfolio Manager, Ameritas Investment Partners, Inc.
April 2013-April 2014: Assistant Portfolio Manager, Ameritas Investment Partners, Inc.
2011-2013: Senior Analyst, Ameritas Investment Partners, Inc.
2008-2011: Equity Index and Derivatives Analyst, Ameritas Investment Partners, Inc. |
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Calvert Research and Management |
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Calvert Research and Management |
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Ameritas Investment Partners, Inc |
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© Copyright 2024 Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or any losses arising from any use of information. Past performance is no guarantee of future performance. |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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