Previous close | 23.61 |
YTD return | 2.25% |
Expense ratio (net) | 0.69% |
Category | Convertibles |
Last cap gain | -14.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 515.19M |
Beta (5Y monthly) | 0.90 |
Yield | 1.35% |
5y average return | N/A |
Holdings turnover | 64.00% |
Last dividend | 0.09 |
Average for category | N/A |
Inception date | 01 Dec 2003 |
Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns.