Previous close | 59.87 |
YTD return | 8.43% |
Expense ratio (net) | 1.66% |
Category | Large Growth |
Last cap gain | 38.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Above average |
Sustainability rating |
Net assets | 845.05M |
Beta (5Y monthly) | 1.20 |
Yield | 0.00% |
5y average return | N/A |
Holdings turnover | 74.00% |
Last dividend | 0.11 |
Average for category | N/A |
Inception date | 15 May 2009 |
These three top-ranked, best-performing and well-managed funds can help you maximize your retirement portfolio returns.