Equity Overview
Price & Market Data
Price: $36.30
Daily Change: +$0.52 / 1.43%
Daily Range: $35.72 - $36.30
Market Cap: $0
Daily Volume: 21,984
Performance Metrics
1 Week: 2.92%
1 Month: 2.95%
3 Months: -3.69%
6 Months: 0.36%
1 Year: 22.49%
YTD: -0.25%
Details
The fund normally invests at least 80% of its total assets in securities that comprise the fund’s benchmark index. The index is comprised of small- and medium-capitalization companies as defined by Morningstar, that Morningstar determines have sustainable competitive advantages based on a proprietary methodology that considers quantitative and qualitative factors. It is non-diversified.