Previous Close | 50.07 |
YTD Return | -2.72% |
Expense Ratio (net) | 1.99% |
Category | Small Value |
Last Cap Gain | 15.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Average |
Sustainability Rating |
Net Assets | 1.38B |
Beta (5Y Monthly) | 0.98 |
Yield | 0.80% |
5y Average Return | N/A |
Holdings Turnover | 72.00% |
Last Dividend | 0.42 |
Average for Category | N/A |
Inception Date | Jan 15, 1996 |
Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns.