Previous close | 14.96 |
YTD return | 2.37% |
Expense ratio (net) | 0.60% |
Category | Mid-Cap Growth |
Last cap gain | 24.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 2.43B |
Beta (5Y monthly) | 1.09 |
Yield | 0.00% |
5y average return | N/A |
Holdings turnover | 38.00% |
Last dividend | 0.62 |
Average for category | N/A |
Inception date | 31 Dec 1996 |
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Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns.