Previous close | 136.75 |
YTD return | 8.61% |
Expense ratio (net) | 0.67% |
Category | Large Growth |
Last cap gain | 39.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Low |
Sustainability rating |
Net assets | 6.07B |
Beta (5Y monthly) | 1.03 |
Yield | 0.39% |
5y average return | N/A |
Holdings turnover | 25.00% |
Last dividend | 0.53 |
Average for category | N/A |
Inception date | 19 Jul 1994 |
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.