Previous Close | 19.99 |
YTD Return | 11.59% |
Expense Ratio (net) | 0.72% |
Category | Allocation--85%+ Equity |
Last Cap Gain | 0.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Above Average |
Sustainability Rating |
Net Assets | 251.98M |
Beta (5Y Monthly) | 1.34 |
Yield | 1.54% |
5y Average Return | N/A |
Holdings Turnover | 21.00% |
Last Dividend | 0.30 |
Average for Category | N/A |
Inception Date | Dec 09, 2011 |
Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns.