Previous Close | 42.55 |
YTD Return | 6.06% |
Expense Ratio (net) | 0.14% |
Category | Allocation--70% to 85% Equity |
Last Cap Gain | 38.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Average |
Sustainability Rating |
Net Assets | 21.2B |
Beta (5Y Monthly) | 1.16 |
Yield | 2.19% |
5y Average Return | N/A |
Holdings Turnover | 3.00% |
Last Dividend | 0.97 |
Average for Category | N/A |
Inception Date | Sept 30, 1994 |
Below, we share with you three top-ranked balanced mutual funds. Each has earned a Zacks Mutual Fund Rank #1.