|Net Assets||2.58 Bil|
|Morningstar Risk||Above Average|
- Last NAV update 7/22/2014 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 7/22/2014 12:00 AM ET
|Fund Manager||Thyra Zerhusen|
|Minimum Initial Purchase||2,500.00|
|Minimum IRA Investment||500.00|
- * Annualized returns
- Performance as of 7/22/2014 12:00 AM ET
|Net Assets||2.58 Bil||692.91 Mil|
|Avg Market Cap||5.51 Bil||8.65 Bil|
Copyright © 2014 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.