Equity Overview
Price & Market Data
Price: $53.11
Daily Change: +$0.24 / 0.45%
Daily Range: $52.58 - $53.15
Market Cap: $0
Daily Volume: 34,792
Performance Metrics
1 Week: 4.46%
1 Month: 5.23%
3 Months: 2.31%
6 Months: 10.61%
1 Year: 33.31%
YTD: 3.69%
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.