Previous close | 31.35 |
YTD return | 4.63% |
Expense ratio (net) | 0.29% |
Category | Small Value |
Last cap gain | 35.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Above average |
Sustainability rating |
Net assets | 13.47B |
Beta (5Y monthly) | 0.96 |
Yield | 1.37% |
5y average return | N/A |
Holdings turnover | 20.00% |
Last dividend | 0.11 |
Average for category | N/A |
Inception date | 23 Feb 2000 |
Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns.