Previous Close | 12.97 |
YTD Return | 7.12% |
Expense Ratio (net) | 0.88% |
Category | Small Blend |
Last Cap Gain | 31.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | High |
Sustainability Rating |
Net Assets | 44.25M |
Beta (5Y Monthly) | 1.06 |
Yield | 0.20% |
5y Average Return | N/A |
Holdings Turnover | 41.00% |
Last Dividend | 0.03 |
Average for Category | N/A |
Inception Date | Apr 19, 2004 |
Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns.