|Net Assets||1.87 Bil|
|Morningstar Risk||Above Average|
|Morningstar Return||Above Average|
- Last NAV update 5/20/2013 4:00 PM ET
|The investment seeks long-term total return through capital appreciation. Under normal conditions, the fund invests at least 80% of its assets in mid-cap stocks of companies with an improving revenue and earnings growth outlook. It defines a mid-cap company as one having a market capitalization of between $1 and $12 billion at the time of acquisition. The portfolio managers select approximately 40 - 50 stocks based on bottom-up fundamental analysis. The fund may invest in small-cap stocks, convertible securities, and foreign securities (directly and through depositary receipts).|
- Year to date performance as of 5/19/2013 8:00 PM ET
|Fund Manager||Thyra Zerhusen|
|Minimum Initial Purchase||2,500.00|
|Minimum IRA Investment||500.00|
- * Annualized returns
- Performance as of 5/19/2013 8:00 PM ET
|Net Assets||1.87 Bil||529.50 Mil|
|Avg Market Cap||4.65 Bil||6.28 Bil|
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