|Net Assets||2.94 Mil|
|Morningstar Risk||Below Average|
- Last NAV update 8/19/2014 4:00 PM ET
|The investment seeks long-term capital growth. The fund seeks to achieve its investment objective by investing primarily in the common stocks of publicly-traded companies. It buys shares in companies of all sizes, and although emphasis is placed on larger companies, small and medium sized companies may occasionally make up a significant portion of the fund's portfolio. The fund may invest up to 15% of its net assets in a variety of debt securities, some of which may be considered below "investment grade" and some of which may be unrated. It is non-diversified.|
- Year to date performance as of 8/19/2014 12:00 AM ET
|Fund Manager||Robert Cuculich|
|Minimum Initial Purchase||1,000.00|
|Minimum IRA Investment||250.00|
- * Annualized returns
- Performance as of 8/19/2014 12:00 AM ET
|Net Assets||2.94 Mil||692.91 Mil|
|Avg Market Cap||1.41 Bil||7.82 Bil|
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