Equity Overview
Price & Market Data
Price: $68.47
Daily Change: +$0.128 / 0.19%
Range: $68.14 - $68.59
Market Cap: $0
Volume: 41,463
Performance Metrics
1 Week: 0.14%
1 Month: 2.20%
3 Months: 6.16%
6 Months: -2.05%
1 Year: 9.91%
YTD: 5.71%
Details
The fund seeks to achieve its investment objective by investing primarily in a focused group of U.S. exchange listed equity securities, including common and preferred stock and ADRs. It invests at least 80% of its net assets in equity securities. The Advisor allocates the fund's portfolio investments using research obtained from a model developed by Edward J. Elfenbein, which uses a variety of methods for security selection and focuses on firms that are fundamentally sound and have shown consistency in their financial results and high earnings quality.