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Rank

Rank Universe

Summary

The fund seeks total return including current income or dividend by investing in large- and mid-sized U.S. companies.

The fund invests in large-size companies that are estimated to trade cheaper than the market or peers for temporary reasons or out of favor with investors or offering simply a better relative value.

The value-analysis focused investment process is designed to identify companies that are financially strong bu More

Link

Fund Manager(s)

  • Darren Jaroch
  • Lauren DeMore

Price

  • $ 34.75 ( +0.59 )
    May 2, 2025
    Last Close
  • Net Assets
  • Holding

  • 52-Week High/Low
  • $38.99 - $31.22
  • Turnover
  • 15%
  • Expense Ratio
  • 0.58%

Documents

Prospectus

Annual Reports

Performance

YTD

-

3 Year

16.42%

5 Year

31.88%

Best

32.31%

2013

Worst

-9.37%

2022

Alpha

PEQLX S&P 500

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