Previous close | 6.52 |
YTD return | 8.40% |
Expense ratio (net) | 1.57% |
Category | Small Growth |
Last cap gain | -1.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 905.26M |
Beta (5Y monthly) | 1.06 |
Yield | 0.00% |
5y average return | N/A |
Holdings turnover | 64.00% |
Last dividend | 0.07 |
Average for category | N/A |
Inception date | 30 Dec 2002 |
Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns.