Equity Overview
Price & Market Data
Price: $28.26
Daily Change: +$0.329 / 1.16%
Daily Range: $27.93 - $28.26
Market Cap: $0
Daily Volume: 322
Performance Metrics
1 Week: 5.12%
1 Month: 5.84%
3 Months: 0.76%
6 Months: 5.02%
1 Year: 13.87%
YTD: 2.14%
Details
Under normal circumstances, the fund invests at least 80% of the fund’s net assets in equity securities of large capitalization U.S. companies. The fund’s portfolio managers attempt to incorporate a consistent, disciplined, and repeatable process that combines fundamental analysis with a proprietary valuation framework that seeks to exploit the price inefficiencies of high-quality companies relative to their future growth prospects. It is non-diversified.