Previous close | 21.67 |
YTD return | 18.56% |
Expense ratio (net) | 0.00% |
Category | Large Growth |
Last cap gain | 48.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Below average |
Sustainability rating |
Net assets | 10.59B |
Beta (5Y monthly) | 1.02 |
Yield | 0.86% |
5y average return | N/A |
Holdings turnover | 29.00% |
Last dividend | 0.19 |
Average for category | N/A |
Inception date | 06 Dec 2012 |
Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns.