Previous close | 20.87 |
YTD return | 9.86% |
Expense ratio (net) | 0.49% |
Category | Large Value |
Last cap gain | 31.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 5.86B |
Beta (5Y monthly) | 0.88 |
Yield | 1.60% |
5y average return | N/A |
Holdings turnover | 23.00% |
Last dividend | 0.37 |
Average for category | N/A |
Inception date | 04 Dec 2015 |
Investors should bet on large-cap funds like PRBLX, EQTIX and TCLCX during these times of market uncertainties.