Previous close | 17.61 |
YTD return | 9.93% |
Expense ratio (net) | 0.74% |
Category | World Large-Stock Blend |
Last cap gain | 24.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Below average |
Sustainability rating |
Net assets | 48.07M |
Beta (5Y monthly) | 0.99 |
Yield | 1.35% |
5y average return | N/A |
Holdings turnover | 44.70% |
Last dividend | 0.24 |
Average for category | N/A |
Inception date | 15 Apr 2016 |
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.