| Previous Close | 35.01 |
| YTD Return | 5.98% |
| Expense Ratio (net) | 0.27% |
| Category | Large Blend |
| Last Cap Gain | 0.00 |
| Morningstar Rating | ★★★★★ |
| Morningstar Risk Rating | Low |
| Sustainability Rating |
| Net Assets | 48.25B |
| Beta (5Y Monthly) | 0.81 |
| Yield | 1.57% |
| 5y Average Return | N/A |
| Holdings Turnover | 15.00% |
| Last Dividend | 0.00 |
| Average for Category | N/A |
| Inception Date | May 15, 1992 |
- Kiplinger
Where to Put Your Money Now: Our 2020 Midyear Investing Outlook
The market is finding its way in a changed landscape. Our advice: Tilt toward stocks rather than bonds and cash, and favor U.S. over international holdings.
- Kiplinger
5 Great Funds for a Down Market
"Everyone has a plan until they get punched in the mouth." Fearsome former heavyweight champ Mike Tyson wasn't talking about investors when he dispensed that particular piece of wisdom. But with the walloping portfolios have taken in recent months, he might as well have been. The recent stock market plunge serves as a wake-up call (if not an uppercut to the jaw) for investors.If major declines in your mutual funds have you reconsidering just how much of a beating you're willing to take, consider adding a fund that holds up in difficult markets. From the 2007-09 bear market through today's turmoil, Standard & Poor's 500-stock index has had five downturns of 15% or more. And, with one exception, the large-company stock funds below held up better than the index on every occasion (Akre Focus didn't open for business until 2009). These funds won't dazzle when the market returns to bull form. But by surrendering less when the market flounders, they've each built market-beating track records over the long term. SEE ALSO: 11 Best E-Commerce Stocks for Electrifying Returns
