Previous close | 26.64 |
YTD return | 0.26% |
Expense ratio (net) | 1.67% |
Category | Mid-Cap Growth |
Last cap gain | 41.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 18.58B |
Beta (5Y monthly) | 1.16 |
Yield | 0.00% |
5y average return | N/A |
Holdings turnover | 14.10% |
Last dividend | 0.12 |
Average for category | N/A |
Inception date | 16 Jan 2007 |
Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns.