Previous close | 7.40 |
YTD return | 3.63% |
Expense ratio (net) | 2.26% |
Category | Small Blend |
Last cap gain | -23.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 79.54M |
Beta (5Y monthly) | 1.10 |
Yield | 0.00% |
5y average return | N/A |
Holdings turnover | 7.00% |
Last dividend | N/A |
Average for category | N/A |
Inception date | 20 Dec 2012 |
Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns.