Previous Close | 25.90 |
YTD Return | -16.05% |
Expense Ratio (net) | 1.00% |
Category | Allocation--85%+ Equity |
Last Cap Gain | 54.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Below Average |
Sustainability Rating |
Net Assets | 2.55B |
Beta (5Y Monthly) | 1.43 |
Yield | 3.30% |
5y Average Return | N/A |
Holdings Turnover | 4.00% |
Last Dividend | 0.93 |
Average for Category | N/A |
Inception Date | Jun 28, 2002 |
Below, we share with you three top-ranked balanced mutual funds. Each has earned a Zacks Mutual Fund Rank #1.