Previous close | 16.42 |
YTD return | 4.15% |
Expense ratio (net) | 0.69% |
Category | Derivative Income |
Last cap gain | -1.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 658.88M |
Beta (5Y monthly) | 0.75 |
Yield | 8.59% |
5y average return | N/A |
Holdings turnover | 79.00% |
Last dividend | 0.38 |
Average for category | N/A |
Inception date | 04 Sept 1996 |
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.
Funds like EQTIX, NOIEX and PEYAX are a safe bet amid this ongoing market volatility.
Investors should bet on large-cap funds like PRBLX, EQTIX and TCLCX during these times of market uncertainties.