Equity Overview
Price & Market Data
Price: $36.49
Daily Change: +$0.35 / 0.96%
Daily Range: $35.96 - $36.50
Market Cap: $0
Daily Volume: 1,149,246
Performance Metrics
1 Week: 3.81%
1 Month: 6.54%
3 Months: 5.37%
6 Months: 14.25%
1 Year: 46.25%
YTD: 10.61%
Details
The Portfolio, using a market capitalization weighted approach, is designed to purchase a broad and diverse group of the readily marketable securities of U.S. small cap companies that the Advisor determines to be lower relative price stocks. A company’s market capitalization is the number of its shares outstanding times its price per share. As a non-fundamental policy, under normal circumstances, the Portfolio will invest at least 80% of its net assets in securities of small cap U.S. companies.