Equity Overview
Price & Market Data
Price: $36.17
Daily Change: +$0.25 / 0.69%
Daily Range: $35.63 - $36.18
Market Cap: $0
Daily Volume: 837,332
Performance Metrics
1 Week: 5.39%
1 Month: 5.58%
3 Months: 6.70%
6 Months: 15.08%
1 Year: 45.61%
YTD: 9.14%
Details
Generally, the Advisor buys and sells securities for the Portfolio with the goals of: (i) delaying and minimizing the realization of net capital gains (e.g., selling stocks with capital losses to offset gains, realized or anticipated); and (ii) maximizing the extent to which any realized net capital gains are long-term in nature (i.e., taxable at lower capital gains tax rates). The Portfolio is designed to purchase a broad and diverse group of equity securities of non-U.S. companies in countries with developed and emerging markets.