Equity Overview
Price & Market Data
Price: $63.70
Daily Change: +$0.202 / 0.32%
Range: $62.99 - $63.70
Market Cap: $0
Volume: 40,588
Performance Metrics
1 Week: 1.40%
1 Month: -3.51%
3 Months: -7.07%
6 Months: -8.71%
1 Year: 4.96%
YTD: -1.96%
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.