Equity Overview
Price & Market Data
Price: $55.44
Daily Change: +$0.32 / 0.58%
Daily Range: $53.31 - $55.47
Market Cap: $0
Daily Volume: 1,144,556
Performance Metrics
1 Week: 4.13%
1 Month: 6.02%
3 Months: 8.56%
6 Months: 20.92%
1 Year: 51.27%
YTD: 10.17%
Details
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 fund is designed to generally purchase securities of large non-U.S. companies in countries with developed markets that the Advisor determines to be lower relative price stocks.