Equity Overview
Price & Market Data
Price: $55.63
Daily Change: +$0.477 / 0.86%
Daily Range: $54.73 - $55.63
Market Cap: $0
Daily Volume: 915
Performance Metrics
1 Week: 4.49%
1 Month: 4.31%
3 Months: 4.55%
6 Months: 10.07%
1 Year: 32.54%
YTD: 7.33%
Details
The fund invests primarily in equities the advisor considers to be highly innovative companies or “knowledge leaders.” The portfolio will include a diversified mix of mid- and large-cap companies from the developed world including North America, Europe and Asia. Under normal circumstances, at least 80% of the fund’s assets will be invested in securities the fund’s advisor identifies as knowledge leaders at the time of investment, with not more than 25% in any one industry.