Previous Close | 13.83 |
YTD Return | 12.26% |
Expense Ratio (net) | 0.48% |
Category | Large Value |
Last Cap Gain | 4.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Average |
Sustainability Rating |
Net Assets | 139.65M |
Beta (5Y Monthly) | 0.95 |
Yield | 1.08% |
5y Average Return | N/A |
Holdings Turnover | 81.00% |
Last Dividend | 0.17 |
Average for Category | N/A |
Inception Date | Sept 18, 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.
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