Previous Close | 9.62 |
YTD Return | -5.65% |
Expense Ratio (net) | 1.33% |
Category | Systematic Trend |
Last Cap Gain | -1.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Above Average |
Sustainability Rating | N/A |
Net Assets | 2.58B |
Beta (5Y Monthly) | -0.27 |
Yield | 8.51% |
5y Average Return | N/A |
Holdings Turnover | N/A |
Last Dividend | 1.04 |
Average for Category | N/A |
Inception Date | May 01, 2017 |
Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns.
Below, we share with you three top-ranked balanced mutual funds, viz. AMFAX, AQMIX and FBPBX. Each has a Zacks Mutual Fund Rank #1.