Previous close | 15.64 |
YTD return | 16.22% |
Expense ratio (net) | 5.18% |
Category | Long-Short Equity |
Last cap gain | 0.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating | N/A |
Net assets | 1.62B |
Beta (5Y monthly) | 0.16 |
Yield | 17.89% |
5y average return | N/A |
Holdings turnover | 0.00% |
Last dividend | 2.74 |
Average for category | N/A |
Inception date | 16 Jul 2013 |
Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns.