Previous close | 11.87 |
YTD return | 8.46% |
Expense ratio (net) | 1.33% |
Category | World Large-Stock Blend |
Last cap gain | 29.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Above average |
Sustainability rating |
Net assets | 257.49M |
Beta (5Y monthly) | 1.08 |
Yield | 0.18% |
5y average return | N/A |
Holdings turnover | 31.00% |
Last dividend | 0.02 |
Average for category | N/A |
Inception date | 29 June 2012 |
Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns.