Previous close | 34.48 |
YTD return | 9.94% |
Expense ratio (net) | 0.49% |
Category | N/A |
Last cap gain | 29.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 4.05B |
Beta (5Y monthly) | 1.01 |
Yield | 1.35% |
5y average return | N/A |
Holdings turnover | 10.00% |
Last dividend | N/A |
Average for category | N/A |
Inception date | 30 Jun 2000 |
U.S. sustainable funds faced a brutal second quarter, according to a Morningstar report.