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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
Up 10.8% over the past year, showing positive momentum.Cost Efficiency
Ongoing charge of 0.99% — above average for this category.What is EQTY?
The fund invests primarily in equity securities of U. Equity securities in which the fund may invest include common stocks and common stock equivalents (such as rights or warrants, which give the fund the ability to purchase the common stock, and convertible securities, which are securities that are convertible into the common stock).
Performance Highlights
Investment Breakdown
How would EQTY affect your portfolio?
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