Previous close | 20.34 |
YTD return | 13.25% |
Expense ratio (net) | 1.07% |
Category | Large Blend |
Last cap gain | 20.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 2.35B |
Beta (5Y monthly) | 0.94 |
Yield | 0.76% |
5y average return | N/A |
Holdings turnover | 75.00% |
Last dividend | 0.17 |
Average for category | N/A |
Inception date | 31 Dec 1979 |
These three top-ranked, best-performing and well-managed funds can help you maximize your retirement portfolio returns.