|Expense Ratio (net)||0.18%|
|Morningstar Risk Rating||★★★|
|Last Cap Gain||0.00|
|Inception Date||Oct 3, 1960|
|Average for Category||N/A|
Seriously consider what you are willing to lose along the way to achieve your goals.
The Russell 2000 is soaring, but the FANGs have lost their bite.
Geared toward retirees with shorter time horizons, this portfolio includes a heavy stake in bonds and cash.