Previous Close | 39.01 |
YTD Return | 3.02% |
Expense Ratio (net) | 0.27% |
Category | Large Value |
Last Cap Gain | 0.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Below Average |
Sustainability Rating |
Net Assets | 40.16B |
Beta (5Y Monthly) | 0.89 |
Yield | 2.61% |
5y Average Return | N/A |
Holdings Turnover | 35.00% |
Last Dividend | 0.00 |
Average for Category | N/A |
Inception Date | Mar 21, 1988 |
You may need to start looking for a new financial advisor if your current one has put any of these high-fee, low - return "Mutual Fund Misfires of the Market" into your portfolio.
Corporations have amassed a ton of debt. Protect yourself with these funds and ETFs.