Equity Overview
Price & Market Data
Price: $136.7
Daily Change: +$0.746 / 0.55%
Daily Range: $135.9 - $136.7
Market Cap: $0
Daily Volume: 1,870
Performance Metrics
1 Week: 0.59%
1 Month: 3.44%
3 Months: 11.94%
6 Months: 0.33%
1 Year: 7.13%
YTD: 4.07%
Details
The fund invests primarily in U.S. common stocks with the potential to generate higher returns relative to the broad U.S. equity market by investing in stocks with relatively strong recent performance, strong fundamentals, and low prices relative to fundamentals as determined by the advisor. Under normal circumstances, at least 80% of its assets will be invested in securities issued by U.S. companies.