Previous close | 24.68 |
YTD return | 7.27% |
Expense ratio (net) | 1.85% |
Category | Small Growth |
Last cap gain | 2.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Above average |
Sustainability rating | N/A |
Net assets | 2.96B |
Beta (5Y monthly) | 1.09 |
Yield | 0.00% |
5y average return | N/A |
Holdings turnover | 16.86% |
Last dividend | N/A |
Average for category | N/A |
Inception date | 01 May 2000 |
Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns.