Previous close | 8.38 |
YTD return | -2.72% |
Expense ratio (net) | 0.55% |
Category | Target-Date 2040 |
Last cap gain | -18.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Low |
Sustainability rating | N/A |
Net assets | 1.16M |
Beta (5Y monthly) | 0.82 |
Yield | 6.24% |
5y average return | N/A |
Holdings turnover | 13.00% |
Last dividend | 0.58 |
Average for category | N/A |
Inception date | 24 Oct 2017 |