Previous Close | 27.18 |
YTD Return | 15.22% |
Expense Ratio (net) | 0.72% |
Category | Allocation--50% to 70% Equity |
Last Cap Gain | 26.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Average |
Sustainability Rating |
Net Assets | 2.08B |
Beta (5Y Monthly) | 0.98 |
Yield | 1.41% |
5y Average Return | N/A |
Holdings Turnover | 80.00% |
Last Dividend | 0.29 |
Average for Category | N/A |
Inception Date | Mar 31, 1994 |
Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns.