Previous close | 20.59 |
YTD return | 7.90% |
Expense ratio (net) | 0.56% |
Category | Large Value |
Last cap gain | 3.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Above average |
Sustainability rating |
Net assets | 62.71M |
Beta (5Y monthly) | 0.86 |
Yield | 3.05% |
5y average return | N/A |
Holdings turnover | 78.33% |
Last dividend | 0.65 |
Average for category | N/A |
Inception date | 03 Aug 2000 |
Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns.