Previous close | 139.24 |
YTD return | 9.31% |
Expense ratio (net) | 0.70% |
Category | Financial |
Last cap gain | 34.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 876.18M |
Beta (5Y monthly) | 1.33 |
Yield | 1.12% |
5y average return | N/A |
Holdings turnover | 36.00% |
Last dividend | 0.04 |
Average for category | N/A |
Inception date | 29 Jul 1985 |
Take a look at these three top-ranked, best-performing and well-managed mutual funds if you're looking to maximize your retirement portfolio returns.