Previous Close | 26.22 |
YTD Return | 14.48% |
Expense Ratio (net) | 1.46% |
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 | 0.82% |
5y Average Return | N/A |
Holdings Turnover | 80.00% |
Last Dividend | 0.16 |
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.