Equity Overview
Price & Market Data
Price: $43.36
Daily Change: +$0.40 / 0.92%
Daily Range: $42.84 - $43.37
Market Cap: $0
Daily Volume: 123,511
Performance Metrics
1 Week: 4.89%
1 Month: 3.36%
3 Months: -0.71%
6 Months: 3.09%
1 Year: 31.75%
YTD: 0.84%
Details
The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in U.S. equity securities. The advisor attempts to create a portfolio with similar characteristics to the Standard & Poor’s 500 Stock Index® (index) with the potential to provide excess returns relative to the index. The fund will generally remain fully invested (less than 5% in cash reserves) and seeks to be sector neutral when compared to the index. The fund is non-diversified.