Previous Close | 19.57 |
YTD Return | 9.28% |
Expense Ratio (net) | 0.63% |
Category | Allocation--85%+ Equity |
Last Cap Gain | 0.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Above Average |
Sustainability Rating |
Net Assets | 248.08M |
Beta (5Y Monthly) | 1.34 |
Yield | 1.42% |
5y Average Return | N/A |
Holdings Turnover | 21.00% |
Last Dividend | 0.27 |
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.