Equity Overview
Price & Market Data
Price: $63.88
Daily Change: +$0.385 / 0.60%
Daily Range: $63.30 - $63.97
Market Cap: $0
Daily Volume: 39,577
Performance Metrics
1 Week: -0.39%
1 Month: 0.90%
3 Months: 9.15%
6 Months: -7.25%
1 Year: 6.50%
YTD: -0.39%
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.