Previous Close | 47.32 |
YTD Return | 11.25% |
Expense Ratio (net) | 0.76% |
Category | Large Growth |
Last Cap Gain | 31.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | High |
Sustainability Rating |
Net Assets | 600.55M |
Beta (5Y Monthly) | 1.35 |
Yield | 0.00% |
5y Average Return | N/A |
Holdings Turnover | 13.38% |
Last Dividend | 0.02 |
Average for Category | N/A |
Inception Date | Jan 29, 2016 |
Driven by a rebound in large and megacap stocks, in particular the “Magnificent Seven” technology companies, mutual-fund managers who saw double-digit losses in the market rout in 2022 found themselves rewarded for their patience this past year.