|Net Assets||1.52 Bil|
|Morningstar Return||Above Average|
- Last NAV update 4/22/2014 4:00 PM ET
|The investment seeks maximum long-term capital growth. The fund invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in the common stocks of small companies. It defines a small company as one with a market capitalization less than three times the weighted average market capitalization of companies in the Russell 2000® Index. The fund will not initiate a position in a company unless it has a market capitalization below $2.5 billion. It may invest in the securities of non-U.S. companies, but only if the securities are purchased or sold in the U.S.|
- Year to date performance as of 4/22/2014 12:00 AM ET
|Fund Manager||Craigh Cepukenas|
|Minimum Initial Purchase||1,000.00|
|Minimum IRA Investment||NA|
- * Annualized returns
- Performance as of 4/22/2014 12:00 AM ET
|Net Assets||1.52 Bil||283.20 Mil|
|Avg Market Cap||3.13 Bil||2.78 Bil|
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