Equity Overview
Price & Market Data
Price: $40.19
Daily Change: +$0.22 / 0.55%
Daily Range: $39.97 - $40.19
Market Cap: $0
Daily Volume: 6,600
Performance Metrics
1 Week: 3.74%
1 Month: 3.23%
3 Months: -2.24%
6 Months: 0.45%
1 Year: 0.45%
YTD: -0.84%
Details
Under normal circumstances, the fund invests at least 80% of its assets in common stocks. It invests in a portfolio of common stocks of issuers located primarily in the United States. Wellington Management Company LLP (“Wellington Management”), the fund’s sub-adviser, chooses the fund’s investments for the long equity portfolio by using fundamental research designed to identify issuers with improving quality metrics, business momentum and attractive relative valuations. It is non-diversified.