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Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
Market Performance
EPMB returned +0.0% over the past year, broadly in line with flat market conditions.What is EPMB?
The fund invests principally in common stocks and other equity securities of U. Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of mid-cap companies, which the managers define as those with market capitalizations that fall within the range of the Russell Midcap® Index.
Performance Highlights
Investment Breakdown
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