Previous close | 104.71 |
YTD return | 7.97% |
Expense ratio (net) | 0.93% |
Category | Large Growth |
Last cap gain | 45.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Above average |
Sustainability rating |
Net assets | 27.08B |
Beta (5Y monthly) | 1.22 |
Yield | 0.00% |
5y average return | N/A |
Holdings turnover | 27.00% |
Last dividend | 0.05 |
Average for category | N/A |
Inception date | 01 Nov 2002 |
Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns.