Previous Close | 44.88 |
YTD Return | 6.61% |
Expense Ratio (net) | 1.27% |
Category | Mid-Cap Blend |
Last Cap Gain | 44.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Above Average |
Sustainability Rating |
Net Assets | 32.81M |
Beta (5Y Monthly) | 0.81 |
Yield | 0.57% |
5y Average Return | N/A |
Holdings Turnover | 24.00% |
Last Dividend | 0.27 |
Average for Category | N/A |
Inception Date | Dec 30, 1983 |
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.