Previous close | 34.26 |
YTD return | 9.51% |
Expense ratio (net) | 0.67% |
Category | Mid-Cap Growth |
Last cap gain | 41.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 18.67B |
Beta (5Y monthly) | 1.07 |
Yield | 0.00% |
5y average return | N/A |
Holdings turnover | 14.10% |
Last dividend | 0.18 |
Average for category | N/A |
Inception date | 01 Mar 2001 |
Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns.