Previous close | 9.33 |
YTD return | 10.10% |
Expense ratio (net) | 0.98% |
Category | Small Growth |
Last cap gain | -14.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | High |
Sustainability rating | N/A |
Net assets | 80.47M |
Beta (5Y monthly) | 1.14 |
Yield | 1.03% |
5y average return | N/A |
Holdings turnover | 227.00% |
Last dividend | 0.10 |
Average for category | N/A |
Inception date | 31 Dec 2009 |
Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns.