Previous Close | 60.50 |
YTD Return | 6.22% |
Expense Ratio (net) | 0.82% |
Category | Large Blend |
Last Cap Gain | 27.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Below Average |
Sustainability Rating |
Net Assets | 29.39B |
Beta (5Y Monthly) | 0.97 |
Yield | 0.51% |
5y Average Return | N/A |
Holdings Turnover | 29.01% |
Last Dividend | 0.31 |
Average for Category | N/A |
Inception Date | Aug 31, 1992 |
The third quarter offered no reprieve for sustainable funds, which continue to bleed money.
Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns.
Investors should bet on large-cap funds like PRBLX, EQTIX and TCLCX during these times of market uncertainties.