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Rank

Rank Universe

Summary

The fund seeks to maximize total return by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities, including securities convertible into common stocks.

The team favors companies More

Link

Fund Manager(s)

Price

  • $ 28.37 ( -1.79 )
    Apr 4, 2025
    Last Close
  • Net Assets
  • Holding

  • 52-Week High/Low
  • $36.1 - $28.37
  • Turnover
  • 25.5%
  • Expense Ratio
  • 0.59%

Documents

Prospectus

Annual Reports

Performance

YTD

-

3 Year

-9.36%

5 Year

3.77%

Best

29.69%

2013

Worst

-11.82%

2022

Alpha

FEIFX S&P 500

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