Previous Close | 55.32 |
YTD Return | 14.56% |
Expense Ratio (net) | 0.68% |
Category | Allocation--50% to 70% Equity |
Last Cap Gain | 22.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Average |
Sustainability Rating |
Net Assets | 9.77B |
Beta (5Y Monthly) | 0.98 |
Yield | 1.85% |
5y Average Return | N/A |
Holdings Turnover | 171.00% |
Last Dividend | 0.79 |
Average for Category | N/A |
Inception Date | Sep 27, 2010 |
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.
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