Previous close | 15.60 |
YTD return | 20.01% |
Expense ratio (net) | 0.00% |
Category | Large Blend |
Last cap gain | 18.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Above average |
Sustainability rating |
Net assets | 6.46B |
Beta (5Y monthly) | 1.00 |
Yield | 1.37% |
5y average return | N/A |
Holdings turnover | 108.00% |
Last dividend | 0.11 |
Average for category | N/A |
Inception date | 01 Oct 2002 |
Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns.