Equity Overview
Price & Market Data
Price: $44.32
Daily Change: +$0.02 / 0.05%
Daily Range: $44.00 - $44.33
Market Cap: $0
Daily Volume: 660,330
Performance Metrics
1 Week: 3.12%
1 Month: 5.45%
3 Months: 11.67%
6 Months: 19.43%
1 Year: 21.66%
YTD: 24.88%
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.