Previous close | 61.21 |
YTD return | 7.74% |
Expense ratio (net) | 0.75% |
Category | Mid-Cap Growth |
Last cap gain | 29.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 3.37B |
Beta (5Y monthly) | 1.18 |
Yield | 0.05% |
5y average return | N/A |
Holdings turnover | 75.00% |
Last dividend | 0.03 |
Average for category | N/A |
Inception date | 28 Dec 1990 |
Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns.