Equity Overview
Price & Market Data
Price: $99.83
Daily Change: +$0.0288 / 0.03%
Range: $99.63 - $99.95
Market Cap: $0
Volume: 1,151
Performance Metrics
1 Week: 1.40%
1 Month: 9.55%
3 Months: 17.20%
6 Months: 1.59%
1 Year: 16.15%
YTD: 4.96%
Details
In pursuing its investment objective, the fund normally invests at least 65% of its total assets in equity and equity-related securities of companies that the advisor believes have strong capital appreciation potential. The fund may invest in common stocks of companies of every size—small-, medium- and large-capitalization—although its investments are mostly in medium- and large-capitalization stocks. It is non-diversified.