Previous close | 35.99 |
YTD return | 2.45% |
Expense ratio (net) | 0.59% |
Category | Allocation--50% to 70% Equity |
Last cap gain | 19.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 58.94B |
Beta (5Y monthly) | 0.98 |
Yield | 2.02% |
5y average return | N/A |
Holdings turnover | 65.10% |
Last dividend | 0.71 |
Average for category | N/A |
Inception date | 31 Dec 2004 |
Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns.