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Key statistics Previous close 38.90
Open 38.98
Day range 38.97 39.10
52-week range 34.83 42.07
Off day high −0.29%
Off 52-week high −7.34%
Volume 2.00K
Avg. volume (3M) 4.30K
Net assets 36.45M
Expense ratio 0.85%
Yield 1.02%
YTD return +8.11%
50-day average 39.49
200-day average 39.10
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The fund is an actively managed fund that seeks to achieve its investment objective by investing in high quality, large-cap stocks that the Sub-Adviser believes have strong earnings and dividend growth potential and an above market dividend yield. Under normal circumstances, it will invest at least 80% of its net assets, including borrowings for investment purposes, in equity securities of companies. The fund is non-diversified.
Fund family Wedbush Funds
Category Large Value
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