|Expense Ratio (net)||0.86%|
|Last Cap Gain||0.00|
|Morningstar Risk Rating||Below Average|
|Beta (5Y Monthly)||0.99|
|5y Average Return||N/A|
|Average for Category||N/A|
|Inception Date||May 17, 1967|
It could be a sign that an investor is accumulating the high-vote stock, whose dominant holder is CEO Warren Buffett.
Record-setting returns helped propel many of the top-ranked fund families up the leaderboard in this year’s Barron’s Fund Family Ranking.
Judge Merrick Garland owns shares of General Mills, Procter & Gamble, Pfizer, and Bristol-Myers. His biggest investments, however, are in index funds and real estate.