Equity Overview
Price & Market Data
Price: $38.40
Daily Change: +$0.335 / 0.87%
Daily Range: $37.74 - $38.44
Market Cap: $0
Daily Volume: 49,929
Performance Metrics
1 Week: 5.48%
1 Month: 4.90%
3 Months: -0.81%
6 Months: 7.13%
1 Year: 36.31%
YTD: 2.96%
Details
Although the adviser has adopted a policy to invest at least 80% of its net assets,plus the amount of borrowings for investment purposes, in equity securities, the adviser expects to invest, under normal circumstances, at least 95% of the fund’s assets in equity securities. The fund invests primarily in publicly traded common stocks of mid- and large-cap U.S. and non-U.S. companies, including companies in emerging market countries. The fund is non-diversified.