Equity Overview
Price & Market Data
Price: $22.99
Daily Change: +$0.321 / 1.39%
Range: $22.54 - $23.01
Market Cap: $0
Volume: 12,170
Performance Metrics
1 Week: 3.39%
1 Month: -5.36%
3 Months: -15.54%
6 Months: -8.81%
1 Year: 2.83%
YTD: -9.58%
Details
The Sub-Adviser uses its proprietary Small & Mid Cap Opportunities investment process (“SMCO Process”) to seek risk-adjusted returns by investing in U.S. equity securities within the small- and mid-cap asset classes. The fund’s portfolio will typically consist of between 50-75 stocks. The fund’s portfolio will consistently consist of stocks that the Sub-Adviser deems fundamentally attractive and reasonably valued. Under normal circumstances, at least 80% of the fund’s net assets, plus borrowings for investment purposes, will be invested in equity securities of small- and mid-capitalization companies.