|Expense ratio (net)||1.16%|
|Last cap gain||0.00|
|Morningstar risk rating||Below average|
|Beta (5Y monthly)||1.09|
|5y average return||N/A|
|Average for category||N/A|
|Inception date||06 Jul 2009|
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 financial advisor made you buy any of these "Mutual Fund Misfires of the Market" with high expenses and low returns, you need to reassess your advisor.
The funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available.
Does your current advisor have your money invested in these "Mutual Fund Misfires of the Market" that charge high fees for low returns? If so, it may be time for a new advisor.