Previous close | 14.33 |
YTD return | 6.63% |
Expense ratio (net) | 0.48% |
Category | Large Value |
Last cap gain | 4.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 131.31M |
Beta (5Y monthly) | 0.96 |
Yield | 1.13% |
5y average return | N/A |
Holdings turnover | 81.00% |
Last dividend | 0.17 |
Average for category | N/A |
Inception date | 18 Sept 1985 |
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.
Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns.