Equity Overview
Price & Market Data
Price: $57.32
Daily Change: $0.00 / 0.00%
Range: $0 - $0
Market Cap: $0
Volume: 0
Performance Metrics
1 Week: 0.79%
1 Month: -5.85%
3 Months: -16.50%
6 Months: -12.82%
1 Year: 5.78%
YTD: -10.62%
Details
The Sub-Adviser employs a multi-step, quantitative, rules-based methodology to identify a portfolio of approximately 50 to 200 equity securities with the highest relative momentum. A “momentum” style of investing emphasizes investing in securities that have had higher recent total return performance compared to other securities. The Sub-Adviser then employs proprietary screens to eliminate companies with issues that may negatively impact their momentum. The fund may also invest up to 20% of its assets in cash and cash equivalents, other investment companies, as well as securities and other instruments.