Previous close | 53.10 |
YTD return | 9.45% |
Expense ratio (net) | 0.90% |
Category | Mid-Cap Value |
Last cap gain | 16.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Above average |
Sustainability rating |
Net assets | 2.29B |
Beta (5Y monthly) | 1.06 |
Yield | 0.64% |
5y average return | N/A |
Holdings turnover | 59.00% |
Last dividend | 0.36 |
Average for category | N/A |
Inception date | 30 Dec 1983 |
Take a look at these three top-ranked, best-performing and well-managed mutual funds if you're looking to maximize your retirement portfolio returns.