Equity Overview
Price & Market Data
Price: $147.8
Daily Change: +$0.578 / 0.39%
Daily Range: $147.3 - $147.9
Market Cap: $0
Daily Volume: 3,275
Performance Metrics
1 Week: 1.25%
1 Month: 4.23%
3 Months: 14.15%
6 Months: 0.72%
1 Year: 7.95%
YTD: 4.22%
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 strong fundamentals as determined by the advisor. 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.