Previous close | 21.79 |
YTD return | 9.27% |
Expense ratio (net) | 0.56% |
Category | Large Value |
Last cap gain | 31.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 6.03B |
Beta (5Y monthly) | 0.87 |
Yield | 1.99% |
5y average return | N/A |
Holdings turnover | 23.00% |
Last dividend | 0.46 |
Average for category | N/A |
Inception date | 01 Oct 2002 |
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.
Investors should bet on large-cap funds like PRBLX, EQTIX and TCLCX during these times of market uncertainties.