Equity Overview
Price & Market Data
Price: $47.50
Daily Change: +$0.45 / 0.95%
Daily Range: $46.86 - $47.54
Market Cap: $0
Daily Volume: 458,539
Performance Metrics
1 Week: 4.40%
1 Month: 2.93%
3 Months: -0.94%
6 Months: 3.60%
1 Year: 32.57%
YTD: 0.89%
Details
The fund will invest in companies of all sizes, with increased exposure to smaller capitalization, lower relative price, and higher profitability companies as compared to their representation in the U.S. Universe. As a non-fundamental policy, under normal circumstances, it will invest at least 80% of its net assets in equity securities of U.S. companies. The Advisor may also increase or reduce the fund's exposure to an eligible company, or exclude a company, based on shorter-term considerations, such as a company's price momentum, short-run reversals and investment characteristics.