Previous close | 146.49 |
YTD return | 15.26% |
Expense ratio (net) | 0.58% |
Category | Large Growth |
Last cap gain | 39.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Low |
Sustainability rating |
Net assets | 6.4B |
Beta (5Y monthly) | 1.03 |
Yield | 0.37% |
5y average return | N/A |
Holdings turnover | 25.00% |
Last dividend | 0.53 |
Average for category | N/A |
Inception date | 21 Jan 2003 |
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.