Previous close | 23.68 |
YTD return | 15.90% |
Expense ratio (net) | 0.74% |
Category | Large Growth |
Last cap gain | 30.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 338.68M |
Beta (5Y monthly) | 1.12 |
Yield | 0.26% |
5y average return | N/A |
Holdings turnover | 64.00% |
Last dividend | 0.06 |
Average for category | N/A |
Inception date | 15 Sept 2015 |
These three top-ranked, best-performing and well-managed funds can help you maximize your retirement portfolio returns.