Previous Close | 55.52 |
YTD Return | 5.91% |
Expense Ratio (net) | 0.89% |
Category | Mid-Cap Blend |
Last Cap Gain | 17.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Low |
Sustainability Rating |
Net Assets | 5.57B |
Beta (5Y Monthly) | 0.87 |
Yield | 0.08% |
5y Average Return | N/A |
Holdings Turnover | 18.00% |
Last Dividend | 0.04 |
Average for Category | N/A |
Inception Date | Jan 27, 2012 |
Advocates say these companies offer financial stability, growth potential and industry diversification, and could outperform in 2024.