Previous close | 11.34 |
YTD return | 16.75% |
Expense ratio (net) | 0.82% |
Category | World Large-Stock Blend |
Last cap gain | 11.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Above average |
Sustainability rating |
Net assets | 379.53M |
Beta (5Y monthly) | 1.03 |
Yield | 2.46% |
5y average return | N/A |
Holdings turnover | N/A |
Last dividend | 0.28 |
Average for category | N/A |
Inception date | 08 Jan 2014 |
Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns.
Take advantage of these top-ranked, best-performing and well-managed mutual funds to maximize your retirement portfolio returns.