Previous close | 6.60 |
YTD return | 4.82% |
Expense ratio (net) | 0.62% |
Category | Large Value |
Last cap gain | 15.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 1.91B |
Beta (5Y monthly) | 0.82 |
Yield | 0.95% |
5y average return | N/A |
Holdings turnover | 77.00% |
Last dividend | 0.06 |
Average for category | N/A |
Inception date | 01 Jul 1932 |
Take advantage of these top-ranked, best-performing and well-managed mutual funds to maximize your retirement portfolio returns.
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