Equity Overview
Price & Market Data
Price: $21.28
Daily Change: +$0.511 / 2.40%
Daily Range: $20.70 - $21.29
Market Cap: $0
Daily Volume: 43,780
Performance Metrics
1 Week: 3.03%
1 Month: -0.74%
3 Months: -14.12%
6 Months: -15.33%
1 Year: -14.43%
YTD: -13.22%
Details
The fund typically invests in a focused portfolio of common stocks of large capitalization companies (market capitalizations greater than $10 billion at the time of purchase) that, in the adviser’s opinion, have a sustainable competitive advantage. The fund employs a focused portfolio investing style, which results in fewer holdings than a fund that seeks to achieve its investment objective by investing in a greater number of issuers. The fund is non-diversified.