|Morningstar Risk||Below Average|
|Morningstar Return||Below Average|
- Last NAV update 8/29/2014 8:21 PM ET
|The investment seeks capital appreciation; current income is a secondary consideration. The fund normally invests at least 80% of net assets in common stocks and securities which may be converted into common stocks. It invests in a portfolio of seasoned companies. Seasoned companies generally have market capitalizations of $1 billion or more and have been operating for at least three years. The fund may also invest up to 25% of its total assets in foreign equity securities and in European Depositary Receipts ("EDRs") or American Depositary Receipts ("ADRs"), including in emerging markets.|
- Year to date performance as of 3/1/2011 12:00 AM ET
|Fund Manager||Mark Freeman|
|Minimum Initial Purchase||1,000.00|
|Minimum IRA Investment||250.00|
- * Annualized returns
- Performance as of 3/1/2011 12:00 AM ET
|Net Assets||NA||702.44 Mil|
|Avg Market Cap||50.75 Bil||84.45 Bil|
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