Previous close | 12.31 |
YTD return | 8.07% |
Expense ratio (net) | 1.11% |
Category | Mid-Cap Growth |
Last cap gain | 67.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 237.66M |
Beta (5Y monthly) | 1.15 |
Yield | 0.00% |
5y average return | N/A |
Holdings turnover | 20.02% |
Last dividend | N/A |
Average for category | N/A |
Inception date | 04 Jan 1999 |
Take a look at these three top-ranked, best-performing and well-managed mutual funds if you're looking to maximize your retirement portfolio returns.