|Net Assets||497.33 Mil|
- Last NAV update 12/11/2013 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 12/11/2013 12:00 AM ET
|Fund Manager||John Bichelmeyer|
|Minimum Initial Purchase||2,500.00|
|Minimum IRA Investment||250.00|
- * Annualized returns
- Performance as of 12/11/2013 12:00 AM ET
|Net Assets||497.33 Mil||280.27 Mil|
|Avg Market Cap||860.52 Mil||2.70 Bil|
Copyright © 2013 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.