Previous Close | 13.51 |
YTD Return | 7.27% |
Expense Ratio (net) | 1.10% |
Category | Mid-Cap Value |
Last Cap Gain | 5.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Average |
Sustainability Rating | N/A |
Net Assets | 544.79M |
Beta (5Y Monthly) | 0.95 |
Yield | 0.53% |
5y Average Return | N/A |
Holdings Turnover | 66.00% |
Last Dividend | 0.07 |
Average for Category | N/A |
Inception Date | Oct 31, 2014 |
Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns.