|Net Assets||1.75 Bil|
|Morningstar Return||Above Average|
- Last NAV update 9/18/2014 4:00 PM ET
|The investment seeks capital appreciation. The fund invests primarily in equity securities by maintaining long equity positions and short equity positions. It will invest the fund's assets in the equity securities of companies with market capitalizations of at least $100 million at the time of purchase that the managers have identified as being undervalued and the managers will sell short those securities that the managers have identified as being overvalued. The fund may invest a large percentage of its assets in a few sectors, including information technology, financials, energy, consumer discretionary, materials and industrials. It is non-diversified.|
- Year to date performance as of 9/17/2014 12:00 AM ET
|Fund Manager||Ralph Shive|
|Minimum Initial Purchase||2,000.00|
|Minimum IRA Investment||2,000.00|
- * Annualized returns
- Performance as of 9/17/2014 12:00 AM ET
|Net Assets||1.75 Bil||205.09 Mil|
|Avg Market Cap||16.58 Bil||37.55 Bil|
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