Previous Close | 9.02 |
YTD Return | 8.47% |
Expense Ratio (net) | 1.57% |
Category | Small Growth |
Last Cap Gain | -1.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Average |
Sustainability Rating |
Net Assets | 905.26M |
Beta (5Y Monthly) | 1.06 |
Yield | 0.00% |
5y Average Return | N/A |
Holdings Turnover | 64.00% |
Last Dividend | 0.09 |
Average for Category | N/A |
Inception Date | Dec 30, 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.