Previous close | 13.60 |
YTD return | 6.17% |
Expense ratio (net) | 0.87% |
Category | Small Growth |
Last cap gain | -1.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 765.35M |
Beta (5Y monthly) | 1.07 |
Yield | 0.00% |
5y average return | N/A |
Holdings turnover | 64.00% |
Last dividend | 0.11 |
Average for category | N/A |
Inception date | 01 Feb 2023 |
Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns.