Previous close | 17.01 |
YTD return | 8.16% |
Expense ratio (net) | 1.07% |
Category | Mid-Cap Growth |
Last cap gain | 15.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 1.65B |
Beta (5Y monthly) | 1.08 |
Yield | 0.00% |
5y average return | N/A |
Holdings turnover | 101.00% |
Last dividend | 0.31 |
Average for category | N/A |
Inception date | 27 May 2009 |
Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns.