Previous Close | 13.12 |
YTD Return | 4.95% |
Expense Ratio (net) | 0.75% |
Category | Financial |
Last Cap Gain | 16.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Average |
Sustainability Rating |
Net Assets | 698.59M |
Beta (5Y Monthly) | 1.01 |
Yield | 1.97% |
5y Average Return | N/A |
Holdings Turnover | 46.00% |
Last Dividend | 0.25 |
Average for Category | N/A |
Inception Date | Dec 10, 1981 |
You might want to consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio to maximize your returns.