Previous close | 29.24 |
YTD return | 0.62% |
Expense ratio (net) | 0.43% |
Category | Mid-Cap Value |
Last cap gain | 11.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Above average |
Sustainability rating |
Net assets | 7.29B |
Beta (5Y monthly) | 0.99 |
Yield | 1.59% |
5y average return | N/A |
Holdings turnover | 27.00% |
Last dividend | 0.49 |
Average for category | N/A |
Inception date | 15 Feb 1996 |
Mid-cap funds like VASVX, FDVLX and JVMIX are a safe bet amid the uncertainty over the economy's future.
You might want to consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio to maximize your returns.