Previous Close | 34.78 |
YTD Return | 9.76% |
Expense Ratio (net) | 1.65% |
Category | Large Value |
Last Cap Gain | 24.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Average |
Sustainability Rating |
Net Assets | 26.53B |
Beta (5Y Monthly) | 0.80 |
Yield | 1.48% |
5y Average Return | N/A |
Holdings Turnover | 12.00% |
Last Dividend | 0.11 |
Average for Category | N/A |
Inception Date | Feb 01, 1999 |
Funds like EQTIX, NOIEX and PEYAX are a safe bet amid this ongoing market volatility.
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.