|Net Assets||478.42 Mil|
|Morningstar Return||Below Average|
- Last NAV update 8/20/2014 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. It currently defines "midsize companies" as companies included in the Russell Midcap® Index, the fund's benchmark index. 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 typically will hold between 100 and 250 securities.|
- Year to date performance as of 8/20/2014 12:00 AM ET
|Fund Manager||C. Boggs|
|Minimum Initial Purchase||1,000.00|
|Minimum IRA Investment||750.00|
- * Annualized returns
- Performance as of 8/20/2014 12:00 AM ET
|Net Assets||478.42 Mil||692.91 Mil|
|Avg Market Cap||8.98 Bil||7.82 Bil|
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