Equity Overview
Price & Market Data
Price: $38.50
Daily Change: +$0.18 / 0.47%
Daily Range: $38.30 - $38.53
Market Cap: $0
Daily Volume: 852,171
Performance Metrics
1 Week: 1.66%
1 Month: 5.80%
3 Months: 18.17%
6 Months: 6.12%
1 Year: 19.01%
YTD: 9.38%
Details
The fund invests primarily in common stocks of companies that the investment adviser believes demonstrate the potential for appreciation and/or dividends. The fund normally invests at least 80% of its assets in equity securities. It may invest up to 15% of its assets, at the time of purchase, in securities of issuers domiciled outside the United States. The fund is designed for investors seeking both capital appreciation and income. It is non-diversified.