Previous Close | 25.51 |
YTD Return | 13.65% |
Expense Ratio (net) | 0.51% |
Category | Allocation--85%+ Equity |
Last Cap Gain | 38.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Above Average |
Sustainability Rating |
Net Assets | 927.36M |
Beta (5Y Monthly) | 1.33 |
Yield | 1.59% |
5y Average Return | N/A |
Holdings Turnover | 10.00% |
Last Dividend | 0.40 |
Average for Category | N/A |
Inception Date | May 20, 1998 |
You might want to consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio to maximize your returns.