Previous close | 54.95 |
YTD return | 7.85% |
Expense ratio (net) | 0.68% |
Category | Mid-Cap Growth |
Last cap gain | 30.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 876.87M |
Beta (5Y monthly) | 1.16 |
Yield | 0.00% |
5y average return | N/A |
Holdings turnover | 47.49% |
Last dividend | 0.93 |
Average for category | N/A |
Inception date | 30 Apr 2015 |
Take advantage of these top-ranked, best-performing and well-managed mutual funds to maximize your retirement portfolio returns.