Previous Close | 25.91 |
YTD Return | 5.18% |
Expense Ratio (net) | 1.75% |
Category | Allocation--85%+ Equity |
Last Cap Gain | 54.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Below Average |
Sustainability Rating |
Net Assets | 2.48B |
Beta (5Y Monthly) | 1.34 |
Yield | 1.88% |
5y Average Return | N/A |
Holdings Turnover | 13.00% |
Last Dividend | 0.51 |
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.