Previous close | 6.62 |
YTD return | 8.69% |
Expense ratio (net) | 0.90% |
Category | Large Value |
Last cap gain | 15.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 1.91B |
Beta (5Y monthly) | 0.81 |
Yield | 1.19% |
5y average return | N/A |
Holdings turnover | 77.00% |
Last dividend | 0.08 |
Average for category | N/A |
Inception date | 01 Jul 1932 |
Take advantage of these top-ranked, best-performing and well-managed mutual funds to maximize your retirement portfolio returns.
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.