Previous Close | 6.07 |
YTD Return | 16.52% |
Expense Ratio (net) | 1.29% |
Category | Large Value |
Last Cap Gain | N/A |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Average |
Sustainability Rating |
Net Assets | 596.12M |
Beta (5Y Monthly) | 0.84 |
Yield | 1.69% |
5y Average Return | N/A |
Holdings Turnover | 82.00% |
Last Dividend | 0.01 |
Average for Category | N/A |
Inception Date | May 11, 2007 |
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.