|Expense ratio (net)||0.75%|
|Last cap gain||0.00|
|Morningstar risk rating||High|
|Beta (5Y monthly)||1.15|
|5y average return||N/A|
|Average for category||N/A|
|Inception date||09 May 2008|
If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds.
If your advisor has you invested in any of these "Mutual Fund Misfires of the Market" with high fees and low returns, you need to rethink your advisor.