Equity Overview
Price & Market Data
Price: $55.14
Daily Change: +$0.891 / 1.62%
Daily Range: $53.56 - $55.14
Market Cap: $0
Daily Volume: 15,838
Performance Metrics
1 Week: 5.32%
1 Month: 6.77%
3 Months: 2.81%
6 Months: 6.69%
1 Year: 40.87%
YTD: 8.19%
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.