|Net Assets||2.52 Bil|
|Morningstar Risk||Above Average|
- Last NAV update 9/17/2014 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 stocks of mid-cap companies with an improving revenue and earnings growth outlook. It defines a mid-cap company as one having a market capitalization of between $1.5 and $15 billion at the time of acquisition. The portfolio managers select 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 9/16/2014 12:00 AM ET
|Fund Manager||Thyra Zerhusen|
|Minimum Initial Purchase||2,500.00|
|Minimum IRA Investment||500.00|
- * Annualized returns
- Performance as of 9/16/2014 12:00 AM ET
|Net Assets||2.52 Bil||692.91 Mil|
|Avg Market Cap||5.51 Bil||8.27 Bil|
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