Equity Overview
Price & Market Data
Price: $70.59
Daily Change: +$0.676 / 0.96%
Daily Range: $69.42 - $70.76
Market Cap: $0
Daily Volume: 5,865
Performance Metrics
1 Week: 1.67%
1 Month: 2.14%
3 Months: 10.35%
6 Months: 3.28%
1 Year: 9.96%
YTD: 8.75%
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.