|Net Assets||118.95 Mil|
|Morningstar Risk||Below Average|
|Morningstar Return||Below Average|
- Last NAV update 9/16/2014 4:00 PM ET
|The investment seeks long-term capital growth. Normally the fund invests at least 80% of its net assets in the common stocks of small cap companies (normally, those companies with market capitalizations not exceeding the highest market capitalization in the Russell 2000® Index during the preceding 12 months). The fund concentrates its investments in the financial services and health care group of industries, which means that at least 25% of the fund's assets (in the aggregate) are invested in financial services and health care companies.|
- Year to date performance as of 9/17/2014 1:40 PM ET
|Fund Manager||Alexander Thorndike|
|Minimum Initial Purchase||2,500.00|
|Minimum IRA Investment||1,000.00|
- * Annualized returns
- Performance as of 9/17/2014 1:40 PM ET
|Net Assets||118.95 Mil||283.20 Mil|
|Avg Market Cap||1.81 Bil||2.80 Bil|
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