Previous close | 53.75 |
YTD return | 13.70% |
Expense ratio (net) | 1.68% |
Category | Allocation--50% to 70% Equity |
Last cap gain | 22.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 9.77B |
Beta (5Y monthly) | 0.98 |
Yield | 0.97% |
5y average return | N/A |
Holdings turnover | 171.00% |
Last dividend | 0.41 |
Average for category | N/A |
Inception date | 08 Nov 2012 |
Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns.