Previous close | 34.76 |
YTD return | 5.16% |
Expense ratio (net) | 0.72% |
Category | Allocation--50% to 70% Equity |
Last cap gain | 19.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 60.35B |
Beta (5Y monthly) | 0.99 |
Yield | 1.97% |
5y average return | N/A |
Holdings turnover | 65.10% |
Last dividend | 0.71 |
Average for category | N/A |
Inception date | 30 Jun 1986 |
Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns.