Previous close | 51.06 |
YTD return | -2.72% |
Expense ratio (net) | 1.99% |
Category | Small Value |
Last cap gain | 15.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 1.38B |
Beta (5Y monthly) | 0.98 |
Yield | 0.80% |
5y average return | N/A |
Holdings turnover | 72.00% |
Last dividend | 0.42 |
Average for category | N/A |
Inception date | 15 Jan 1996 |
Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns.