|Net Assets||325.96 Mil|
|Morningstar Return||Above Average|
- Last NAV update 8/29/2014 4:00 PM ET
|The investment seeks long-term growth of capital. The fund invests in equity securities, consisting of domestic common stocks, preferred stocks, convertible securities, warrants and rights, of companies that, at the time of purchase by the fund, have market capitalizations of $1 billion or less. While the fund's investments in equity securities will consist primarily of domestic securities, it may also invest up to 20% of its net assets in sponsored or unsponsored ADRs and equity securities of foreign companies that are traded on U.S. stock exchanges.|
- Year to date performance as of 8/29/2014 12:00 AM ET
|Fund Manager||John Bichelmeyer|
|Minimum Initial Purchase||2,500.00|
|Minimum IRA Investment||250.00|
- * Annualized returns
- Performance as of 8/29/2014 12:00 AM ET
|Net Assets||325.96 Mil||283.20 Mil|
|Avg Market Cap||841.52 Mil||2.68 Bil|
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