Previous close | 21.25 |
YTD return | 15.34% |
Expense ratio (net) | 0.41% |
Category | Large Growth |
Last cap gain | 44.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Below average |
Sustainability rating |
Net assets | 697.43M |
Beta (5Y monthly) | 1.02 |
Yield | 0.94% |
5y average return | N/A |
Holdings turnover | N/A |
Last dividend | 0.23 |
Average for category | N/A |
Inception date | 09 Jul 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.