Previous Close | 26.89 |
YTD Return | 2.95% |
Expense Ratio (net) | 1.09% |
Category | Allocation--85%+ Equity |
Last Cap Gain | 43.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Average |
Sustainability Rating |
Net Assets | 122.09M |
Beta (5Y Monthly) | 1.23 |
Yield | 1.93% |
5y Average Return | N/A |
Holdings Turnover | N/A |
Last Dividend | 0.09 |
Average for Category | N/A |
Inception Date | Nov 17, 2003 |
Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns.