Previous close | 24.63 |
YTD return | 5.29% |
Expense ratio (net) | 0.47% |
Category | Allocation--50% to 70% Equity |
Last cap gain | 21.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Above average |
Sustainability rating |
Net assets | 29.15B |
Beta (5Y monthly) | 1.02 |
Yield | 1.59% |
5y average return | N/A |
Holdings turnover | 52.00% |
Last dividend | 0.09 |
Average for category | N/A |
Inception date | 16 Apr 1947 |
Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns.