Equity Overview
Price & Market Data
Price: $23.63
Daily Change: +$0.198 / 0.84%
Daily Range: $23.43 - $23.84
Market Cap: $0
Daily Volume: 3,234
Performance Metrics
1 Week: -0.29%
1 Month: 2.47%
3 Months: -4.58%
6 Months: -4.72%
1 Year: -4.72%
YTD: -3.35%
Details
The fund pursues its investment objective by constructing a portfolio of companies that exhibit solid fundamentals and superior growth potential relative to the overall U.S. equity market. The fund invests at least 80% of its net assets (including any borrowings for investment purposes) in equity securities of growth companies. The fund may invest in special situations. A special situation arises when the adviser believes that the securities of an issuer will be recognized and appreciate in value due to a specific development with respect to that issuer. The fund is non-diversified.