Previous Close | 4.8000 |
YTD Return | 9.26% |
Expense Ratio (net) | 4.01% |
Category | Small Growth |
Last Cap Gain | 1.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Average |
Sustainability Rating | N/A |
Net Assets | 1.67M |
Beta (5Y Monthly) | 0.85 |
Yield | 0.00% |
5y Average Return | N/A |
Holdings Turnover | 46.00% |
Last Dividend | N/A |
Average for Category | N/A |
Inception Date | May 12, 1997 |
If your financial advisor made you buy any of these "Mutual Fund Misfires of the Market" with high expenses and low returns, you need to reassess your advisor.
You may need to start looking for a new financial advisor if your current one has put any of these high-fee, low - return "Mutual Fund Misfires of the Market" into your portfolio.