Previous Close | 139.24 |
YTD Return | 9.31% |
Expense Ratio (net) | 0.70% |
Category | Financial |
Last Cap Gain | 34.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Average |
Sustainability Rating |
Net Assets | 876.18M |
Beta (5Y Monthly) | 1.33 |
Yield | 1.12% |
5y Average Return | N/A |
Holdings Turnover | 36.00% |
Last Dividend | 0.04 |
Average for Category | N/A |
Inception Date | Jul 29, 1985 |
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.