Equity Overview
Price & Market Data
Price: $40.05
Daily Change: +$0.16 / 0.40%
Daily Range: $39.94 - $40.09
Market Cap: $0
Daily Volume: 224,105
Performance Metrics
1 Week: 0.91%
1 Month: 4.68%
3 Months: 16.36%
6 Months: 3.81%
1 Year: 17.55%
YTD: 7.75%
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.