Previous close | 58.18 |
YTD return | 10.03% |
Expense ratio (net) | 0.61% |
Category | Large Blend |
Last cap gain | 27.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Below average |
Sustainability rating |
Net assets | 30.27B |
Beta (5Y monthly) | 0.97 |
Yield | 0.65% |
5y average return | N/A |
Holdings turnover | 29.01% |
Last dividend | 0.09 |
Average for category | N/A |
Inception date | 28 Apr 2006 |
The third quarter offered no reprieve for sustainable funds, which continue to bleed money.
Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns.
Investors should bet on large-cap funds like PRBLX, EQTIX and TCLCX during these times of market uncertainties.