Previous close | 78.98 |
YTD return | 0.68% |
Expense ratio (net) | 0.87% |
Category | Small Value |
Last cap gain | 5.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | High |
Sustainability rating |
Net assets | 783.72M |
Beta (5Y monthly) | 1.01 |
Yield | 0.68% |
5y average return | N/A |
Holdings turnover | 42.00% |
Last dividend | 0.53 |
Average for category | N/A |
Inception date | 30 Sept 2019 |
Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns.