Previous Close | 34.51 |
YTD Return | 13.69% |
Expense Ratio (net) | 1.15% |
Category | Large Value |
Last Cap Gain | 24.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Average |
Sustainability Rating |
Net Assets | 28.1B |
Beta (5Y Monthly) | 0.80 |
Yield | 1.04% |
5y Average Return | N/A |
Holdings Turnover | 12.00% |
Last Dividend | 0.08 |
Average for Category | N/A |
Inception Date | Jan 21, 2003 |
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.