Previous Close | 36.52 |
YTD Return | 4.76% |
Expense Ratio (net) | 0.74% |
Category | Small Value |
Last Cap Gain | 13.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Below Average |
Sustainability Rating |
Net Assets | 460.85M |
Beta (5Y Monthly) | 0.96 |
Yield | 0.04% |
5y Average Return | N/A |
Holdings Turnover | 74.00% |
Last Dividend | 0.02 |
Average for Category | N/A |
Inception Date | Nov 01, 1994 |
Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns.