- Last NAV update 9/15/2014 4:00 PM ET
|The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing primarily in common stocks of U.S. companies. In addition to common stocks, other types of equity securities in which the fund may invest include real estate investment trusts ("REITs") and American Depositary Receipts ("ADRs"). Under normal conditions, the fund will invest at least 80% of the fund's net assets plus any borrowings for investment purposes in equity securities defined as common stocks, REITs and ADRs. It is non-diversified.|
- Year to date performance as of 9/15/2014 12:00 AM ET
|Fund Family||Catalyst Mutual Funds|
|Fund Manager||Bruce Miller|
|Minimum Initial Purchase||2,500.00|
|Minimum IRA Investment||2,500.00|
- * Annualized returns
- Performance as of 9/15/2014 12:00 AM ET
|Net Assets||710,708.00||743.58 Mil|
|Avg Market Cap||12.44 Bil||72.96 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.