Equity Overview
Price & Market Data
Price: $41.46
Daily Change: +$0.47 / 1.13%
Range: $40.98 - $42.03
Market Cap: $0
Volume: 16,666
Performance Metrics
1 Week: 3.71%
1 Month: -7.62%
3 Months: -15.51%
6 Months: -18.72%
1 Year: -18.72%
YTD: -11.56%
Details
The fund will invest, under normal market conditions, at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in the equity securities of small-mid capitalization (or “cap”) companies or in other investments with similar economic characteristics. The manager defines small-mid cap companies as companies with market caps not exceeding the highest month-end market cap value of any stock in the Russell 2500® or Russell Mid Cap Index.