Equity Overview
Price & Market Data
Price: $39.22
Daily Change: +$0.265 / 0.67%
Daily Range: $38.96 - $39.22
Market Cap: $0
Daily Volume: 307
Performance Metrics
1 Week: 4.77%
1 Month: 1.22%
3 Months: -0.95%
6 Months: 2.95%
1 Year: 18.90%
YTD: -0.34%
Details
The fund seeks to achieve its investment objective by investing, under normal market circumstances, a substantial portion of its assets in publicly listed equity securities included in a model portfolio provided by the fund’s investment sub-adviser. Construction of the model begins with the identification of approximately 1,400 companies composing the Brendan Wood “Shareholder Conviction Universe”, which are generally stocks of liquid large and mid-capitalization companies that trade on a national exchange in the United States, including ADRs. The fund is non-diversified.