Equity Overview
Price & Market Data
Price: $37.74
Daily Change: +$0.01 / 0.03%
Range: $37.69 - $37.83
Market Cap: $0
Volume: 138,729
Performance Metrics
1 Week: 1.18%
1 Month: 6.13%
3 Months: 7.49%
6 Months: -1.59%
1 Year: 12.19%
YTD: 2.08%
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.