Previous close | 13.48 |
YTD return | 8.27% |
Expense ratio (net) | 1.26% |
Category | Mid-Cap Growth |
Last cap gain | 15.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 2.18B |
Beta (5Y monthly) | 1.04 |
Yield | 0.00% |
5y average return | N/A |
Holdings turnover | 51.00% |
Last dividend | 0.04 |
Average for category | N/A |
Inception date | 03 Jun 2005 |
Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns.