Previous close | 48.03 |
YTD return | 4.73% |
Expense ratio (net) | 0.54% |
Category | Mid-Cap Value |
Last cap gain | 19.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Below average |
Sustainability rating |
Net assets | 18B |
Beta (5Y monthly) | 0.88 |
Yield | 1.43% |
5y average return | N/A |
Holdings turnover | N/A |
Last dividend | 0.33 |
Average for category | N/A |
Inception date | 28 Jan 2013 |
These three top-ranked, best-performing and well-managed funds can help you maximize your retirement portfolio returns.