|Net Assets||364.14 Mil|
|Morningstar Return||Above Average|
- Last NAV update 5/17/2013 4:00 PM ET
|The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of issuers engaged in energy-related industries. It invests predominantly in equity securities. The principal type of equity securities purchased by the fund is common stock. The fund may invest up to 100% of its net assets in foreign securities of issuers doing business in energy-related industries. It invests in issuers of all market capitalizations.|
- Year to date performance as of 5/16/2013 8:00 PM ET
|Fund Manager||Norman MacDonald|
|Minimum Initial Purchase||1,000.00|
|Minimum IRA Investment||250.00|
- * Annualized returns
- Performance as of 5/16/2013 8:00 PM ET
|Net Assets||364.14 Mil||251.52 Mil|
|Avg Market Cap||26.24 Bil||15.92 Bil|
|NAME||% NET ASSETS|
|Anadarko Petroleum Corp||6.74%|
|Occidental Petroleum Corporation||6.15%|
|Weatherford International Ltd||5.45%|
|Cameron International Corporation||5.12%|
|National Oilwell Varco, Inc.||5.02%|
|Exxon Mobil Corporation||4.88%|
|Marathon Oil Corp||4.61%|
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