Previous close | 2.6600 |
YTD return | -1.15% |
Expense ratio (net) | 0.87% |
Category | Mid-Cap Growth |
Last cap gain | 67.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 237.66M |
Beta (5Y monthly) | 1.13 |
Yield | 0.00% |
5y average return | N/A |
Holdings turnover | 20.02% |
Last dividend | N/A |
Average for category | N/A |
Inception date | 26 Jun 2009 |
Take a look at these three top-ranked, best-performing and well-managed mutual funds if you're looking to maximize your retirement portfolio returns.