Previous Close | 35.63 |
YTD Return | 3.24% |
Expense Ratio (net) | 0.72% |
Category | Allocation--50% to 70% Equity |
Last Cap Gain | 19.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Above Average |
Sustainability Rating |
Net Assets | 59.04B |
Beta (5Y Monthly) | 1.00 |
Yield | 2.00% |
5y Average Return | N/A |
Holdings Turnover | 65.10% |
Last Dividend | 0.71 |
Average for Category | N/A |
Inception Date | Jun 30, 1986 |
Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns.