Equity Overview
Price & Market Data
Price: $33.16
Daily Change: +$0.32 / 0.96%
Daily Range: $32.84 - $33.16
Market Cap: $0
Daily Volume: 640
Performance Metrics
1 Week: 6.49%
1 Month: 8.90%
3 Months: 4.31%
6 Months: 10.49%
1 Year: 36.52%
YTD: 8.08%
Details
Under normal circumstances, the fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities issued by U.S. small-cap companies. The fund will be managed pursuant to a “focused” strategy whereby the fund’s investment adviser will typically invest the fund’s assets in a small number of issuers. Generally, the Advisor expects to hold approximately 35 to 45 issuers.