Previous close | 31.53 |
YTD return | -1.53% |
Expense ratio (net) | 0.75% |
Category | Small Blend |
Last cap gain | 8.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | High |
Sustainability rating |
Net assets | 1.19B |
Beta (5Y monthly) | 0.98 |
Yield | 0.44% |
5y average return | N/A |
Holdings turnover | 20.00% |
Last dividend | 0.18 |
Average for category | N/A |
Inception date | 02 Jan 1998 |
You might want to consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio to maximize your returns.
You might want to consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio to maximize your returns.