Equity Overview
Price & Market Data
Price: $33.18
Daily Change: +$0.544 / 1.64%
Daily Range: $32.64 - $33.18
Market Cap: $0
Daily Volume: 706
Performance Metrics
1 Week: 3.82%
1 Month: 2.88%
3 Months: -7.76%
6 Months: -2.15%
1 Year: 12.51%
YTD: -6.85%
Details
The fund’s investment strategy is to seek to grow the capital by investing in high quality companies that are favored by prominent long-term investors (“Gurus”) and at reasonable prices. The fund’s investment sub-adviser, GuruFocus Investments, LLC (the “Sub-Adviser”) tracks the equity portfolio holdings of approximately twenty Gurus. To be considered a Guru, the investor must have a long-term, publicly available, track record of at least ten years. In addition, the Guru must follow an investment strategy of investing in companies that the Guru considers to be high-quality.