Previous Close | 9.54 |
YTD Return | 4.76% |
Expense Ratio (net) | 1.31% |
Category | Small Growth |
Last Cap Gain | -14.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | High |
Sustainability Rating | N/A |
Net Assets | 76.36M |
Beta (5Y Monthly) | 1.14 |
Yield | 1.09% |
5y Average Return | N/A |
Holdings Turnover | 227.00% |
Last Dividend | 0.10 |
Average for Category | N/A |
Inception Date | Sept 24, 1997 |
Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns.