Previous Close | 18.06 |
YTD Return | 8.83% |
Expense Ratio (net) | 1.73% |
Category | Large Value |
Last Cap Gain | 15.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Above Average |
Sustainability Rating |
Net Assets | 425.33M |
Beta (5Y Monthly) | 0.88 |
Yield | 0.15% |
5y Average Return | N/A |
Holdings Turnover | 45.00% |
Last Dividend | 0.03 |
Average for Category | N/A |
Inception Date | Mar 29, 2001 |
Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns.