Previous close | 16.16 |
YTD return | 10.40% |
Expense ratio (net) | 0.88% |
Category | Small Blend |
Last cap gain | 31.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | High |
Sustainability rating |
Net assets | 41.96M |
Beta (5Y monthly) | 1.05 |
Yield | 0.34% |
5y average return | N/A |
Holdings turnover | 41.00% |
Last dividend | 0.06 |
Average for category | N/A |
Inception date | 05 Aug 1991 |
Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns.