Previous close | 23.75 |
YTD return | 2.41% |
Expense ratio (net) | 1.05% |
Category | World Large-Stock Blend |
Last cap gain | 7.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | High |
Sustainability rating |
Net assets | 220.02M |
Beta (5Y monthly) | 1.03 |
Yield | 0.28% |
5y average return | N/A |
Holdings turnover | 42.83% |
Last dividend | 0.06 |
Average for category | N/A |
Inception date | 21 Nov 2012 |
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.