Equity Overview
Price & Market Data
Price: $39.52
Daily Change: +$0.19 / 0.48%
Range: $39.38 - $39.58
Market Cap: $0
Volume: 198,284
Performance Metrics
1 Week: 3.40%
1 Month: -2.27%
3 Months: 6.89%
6 Months: 6.43%
1 Year: 9.25%
YTD: 11.53%
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.