Previous close | 39.61 |
YTD return | 13.65% |
Expense ratio (net) | 0.94% |
Category | Large Growth |
Last cap gain | 55.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Below average |
Sustainability rating |
Net assets | 924.46M |
Beta (5Y monthly) | 1.00 |
Yield | 0.07% |
5y average return | N/A |
Holdings turnover | 12.00% |
Last dividend | 0.03 |
Average for category | N/A |
Inception date | 19 Oct 2012 |
These three top-ranked, best-performing and well-managed funds can help you maximize your retirement portfolio returns.