Equity Overview
Price & Market Data
Price: $67.35
Daily Change: +$1.20 / 1.78%
Daily Range: $65.79 - $67.35
Market Cap: $0
Daily Volume: 9,048
Performance Metrics
1 Week: 2.63%
1 Month: 2.83%
3 Months: -5.54%
6 Months: -1.05%
1 Year: 8.76%
YTD: -1.65%
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.