Equity Overview
Price & Market Data
Price: $77.66
Daily Change: +$0.707 / 0.91%
Daily Range: $76.74 - $77.66
Market Cap: $0
Daily Volume: 11,726
Performance Metrics
1 Week: 4.42%
1 Month: 2.89%
3 Months: 0.93%
6 Months: 6.60%
1 Year: 29.77%
YTD: 4.31%
Details
The advisor implements an integrated investment approach that combines research, portfolio design, portfolio management, and trading functions. As a non-fundamental policy, under normal circumstances, the Portfolio will invest at least 80% of its net assets in equity securities of large cap U.S. companies. The Advisor generally defines a U.S. company as one that is listed and principally traded on a securities exchange in the United States that is deemed appropriate by the Advisor.