Equity Overview
Price & Market Data
Price: $28.78
Daily Change: +$0.249 / 0.87%
Daily Range: $28.47 - $28.78
Market Cap: $0
Daily Volume: 4,570
Performance Metrics
1 Week: 4.82%
1 Month: 6.14%
3 Months: 1.64%
6 Months: 4.98%
1 Year: 31.80%
YTD: 7.28%
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.