Previous close | 33.66 |
YTD return | 12.47% |
Expense ratio (net) | 0.65% |
Category | Large Value |
Last cap gain | 24.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 26.65B |
Beta (5Y monthly) | 0.80 |
Yield | 1.05% |
5y average return | N/A |
Holdings turnover | 12.00% |
Last dividend | 0.08 |
Average for category | N/A |
Inception date | 02 July 2012 |
Funds like EQTIX, NOIEX and PEYAX are a safe bet amid this ongoing market volatility.
You might want to consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio to maximize your returns.