Equity Overview
Price & Market Data
Price: $44.88
Daily Change: +$0.571 / 1.27%
Daily Range: $44.31 - $45.49
Market Cap: $0
Daily Volume: 455
Performance Metrics
1 Week: 4.50%
1 Month: 7.71%
3 Months: 5.34%
6 Months: 10.74%
1 Year: 10.74%
YTD: 9.85%
Details
Under normal market conditions, the portfolio managers will invest at least 80% of the fund’s net assets in small cap companies. The portfolio managers employ a bottom-up stock selection process utilizing proprietary fundamental research and systematic, risk-aware portfolio construction to invest primarily in small-cap U.S. companies that are higher quality businesses selling at a discount to fair value. In selecting stocks for the fund, the portfolio managers look for equity securities of smaller companies whose stock price may not reflect the company’s value.