Previous close | 16.14 |
YTD return | 5.11% |
Expense ratio (net) | 1.50% |
Category | Mid-Cap Value |
Last cap gain | 0.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Below average |
Sustainability rating |
Net assets | 3.71B |
Beta (5Y monthly) | 0.90 |
Yield | 0.53% |
5y average return | N/A |
Holdings turnover | 49.90% |
Last dividend | 0.09 |
Average for category | N/A |
Inception date | 02 Apr 2019 |
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.
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.