Previous close | 108.71 |
YTD return | 11.74% |
Expense ratio (net) | 0.73% |
Category | Large Growth |
Last cap gain | 74.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 227.18M |
Beta (5Y monthly) | 1.08 |
Yield | 0.00% |
5y average return | N/A |
Holdings turnover | 5.00% |
Last dividend | 0.01 |
Average for category | N/A |
Inception date | 01 Jul 1963 |
Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns.