Previous Close | 17.75 |
YTD Return | 6.60% |
Expense Ratio (net) | 0.70% |
Category | Large Value |
Last Cap Gain | 15.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Above Average |
Sustainability Rating |
Net Assets | 426.69M |
Beta (5Y Monthly) | 0.88 |
Yield | 1.33% |
5y Average Return | N/A |
Holdings Turnover | 45.00% |
Last Dividend | 0.24 |
Average for Category | N/A |
Inception Date | Mar 01, 2005 |
Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns.