Previous close | 45.40 |
YTD return | 6.61% |
Expense ratio (net) | 1.27% |
Category | Mid-Cap Blend |
Last cap gain | 44.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Above average |
Sustainability rating |
Net assets | 32.81M |
Beta (5Y monthly) | 0.81 |
Yield | 0.57% |
5y average return | N/A |
Holdings turnover | 24.00% |
Last dividend | 0.27 |
Average for category | N/A |
Inception date | 30 Dec 1983 |
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.