|Net Assets||465.48 Mil|
|Morningstar Return||Below Average|
- Last NAV update 3/10/2014 4:00 PM ET
|The investment seeks to maximize capital appreciation. To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in the stocks of midsize companies. Its portfolio managers apply a systematic, quantitative investment approach designed to identify and exploit relative misvaluations primarily within mid-cap stocks in the U.S. stock market. The fund currently defines "midsize companies" as companies included in the Russell Midcap Index®, the fund's benchmark index, and typically will hold between 100 and 250 securities.|
- Year to date performance as of 3/10/2014 12:00 AM ET
|Fund Manager||C. Boggs|
|Minimum Initial Purchase||1,000.00|
|Minimum IRA Investment||750.00|
- * Annualized returns
- Performance as of 3/10/2014 12:00 AM ET
|Net Assets||465.48 Mil||692.91 Mil|
|Avg Market Cap||8.18 Bil||7.04 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.