Equity Overview
Price & Market Data
Price: $97.40
Daily Change: +$0.57 / 0.59%
Daily Range: $97.00 - $97.55
Market Cap: $0
Daily Volume: 57,162
Performance Metrics
1 Week: 1.10%
1 Month: 2.10%
3 Months: 1.28%
6 Months: 7.47%
1 Year: 28.00%
YTD: 4.50%
Details
The fund, an exchange traded fund, is actively managed using a model-based approach. It seeks to achieve its investment objective by investing primarily in U.S. equity securities that provide a high "total shareholder yield" and exhibit favorable quality characteristics that demonstrate a company's profitability, such as strong ROE and/or ROA. The fund invests primarily in equity securities of companies domiciled in the U.S. or listed on a U.S. exchange. The advisor generally expects to invest in large- and mid-capitalization companies and may invest in any sector. The fund is non-diversified.