Previous close | 39.88 |
YTD return | 1.87% |
Expense ratio (net) | 0.55% |
Category | Large Value |
Last cap gain | 36.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Below average |
Sustainability rating |
Net assets | 2.96B |
Beta (5Y monthly) | 0.85 |
Yield | 0.52% |
5y average return | N/A |
Holdings turnover | 18.00% |
Last dividend | 0.08 |
Average for category | N/A |
Inception date | 16 Oct 2013 |
Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns.
Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns.