Equity Overview
Price & Market Data
Price: $38.33
Daily Change: +$0.36 / 0.94%
Daily Range: $37.54 - $38.34
Market Cap: $0
Daily Volume: 751,253
Performance Metrics
1 Week: 4.81%
1 Month: 2.54%
3 Months: -1.11%
6 Months: 3.32%
1 Year: 30.95%
YTD: -0.13%
Details
The fund will normally invest at least 80% of assets in common stocks included in the S&P 500® Index, which is a market capitalization-weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U.S. equity performance. The adviser will generally utilizing a research-driven approach identifying long-term drivers of stock returns that may include, but are not limited to, valuation, growth, quality, and other factors.