Equity Overview
Price & Market Data
Price: $44.53
Daily Change: $0.00 / 0.00%
Range: $0 - $0
Market Cap: $0
Volume: 0
Performance Metrics
1 Week: 2.56%
1 Month: 4.95%
3 Months: 3.51%
6 Months: -0.87%
1 Year: 13.10%
YTD: 5.75%
Details
Under normal market conditions, the fund will invest at least 80% of its net assets plus any borrowings for investment purposes in equity securities issued by U.S. companies. The fund's portfolio generally contains between 15 and 35 companies. It may invest a portion of its assets in financial services companies. The fund may also invest in mid- and small-capitalization companies, which the manager considers to be those companies with less than $10 billion in market capitalization. It may invest up to 20% of net assets in non-U.S. companies. The fund is non-diversified.