Equity Overview
Price & Market Data
Price: $121.9
Daily Change: +$0.62 / 0.51%
Range: $121.0 - $122.1
Market Cap: $0
Volume: 25,761
Performance Metrics
1 Week: 1.56%
1 Month: -2.89%
3 Months: -1.14%
6 Months: -0.47%
1 Year: 12.55%
YTD: 1.15%
Details
The fund invests primarily in a group of U.S. common stocks that together are deemed by the advisor to have the potential to generate lower volatility relative to the broad U.S. equity market. The portfolio will include a diverse mix of companies representing many different market sectors and industry groups. Under normal circumstances, at least 80% of the fund's assets will be invested in securities issued by U.S. companies.