Equity Overview
Price & Market Data
Price: $42.78
Daily Change: +$0.08 / 0.19%
Range: $42.68 - $42.87
Market Cap: $0
Volume: 864,929
Performance Metrics
1 Week: 0.66%
1 Month: 4.93%
3 Months: 9.22%
6 Months: 15.59%
1 Year: 13.44%
YTD: 20.57%
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.