Equity Overview
Price & Market Data
Price: $39.98
Daily Change: +$0.598 / 1.50%
Daily Range: $39.34 - $40.07
Market Cap: $0
Daily Volume: 18,013
Performance Metrics
1 Week: 6.57%
1 Month: 6.81%
3 Months: 2.84%
6 Months: 6.39%
1 Year: 41.90%
YTD: 7.27%
Details
The fund seeks to generate positive risk-adjusted returns (positive rate of return after adjustment for the amount of risk taken) by, under normal circumstances, investing at least 80% of its net assets (including any borrowings for investment purposes) in equity securities of small and midsize companies listed on U.S. stock exchanges or derivatives linked to such securities.