Previous close | 46.73 |
YTD return | 8.51% |
Expense ratio (net) | 0.34% |
Category | Large Value |
Last cap gain | 29.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 60.02B |
Beta (5Y monthly) | 0.92 |
Yield | 1.47% |
5y average return | N/A |
Holdings turnover | 17.00% |
Last dividend | 0.71 |
Average for category | N/A |
Inception date | 14 May 2001 |
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.