Previous close | 64.72 |
YTD return | -0.33% |
Expense ratio (net) | 0.74% |
Category | Small Growth |
Last cap gain | 53.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Low |
Sustainability rating | N/A |
Net assets | 9.67B |
Beta (5Y monthly) | 1.00 |
Yield | 0.94% |
5y average return | N/A |
Holdings turnover | 17.00% |
Last dividend | 0.59 |
Average for category | N/A |
Inception date | 15 Mar 2013 |
Take a look at these three top-ranked, best-performing and well-managed mutual funds if you're looking to maximize your retirement portfolio returns.