Previous Close | 76.05 |
YTD Return | -0.01% |
Expense Ratio (net) | 0.87% |
Category | Small Value |
Last Cap Gain | 5.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | High |
Sustainability Rating |
Net Assets | 776.97M |
Beta (5Y Monthly) | 0.98 |
Yield | 0.69% |
5y Average Return | N/A |
Holdings Turnover | 42.00% |
Last Dividend | 0.53 |
Average for Category | N/A |
Inception Date | Feb 04, 2002 |
Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns.