|Net Assets||58.77 Mil|
|Morningstar Risk||Below Average|
- Last NAV update 9/12/2014 4:00 PM ET
|The investment seeks maximum long-term capital growth. The fund invests in the stocks of large U.S. companies that the manager believes are undervalued and have great appreciation potential. It invests at least 65% of its net assets (at market value at the time of purchase) in the common stocks of large companies that have market capitalizations greater than $5.0 billion. The fund may emphasize sectors more or less than the S&P 500. It may also invest in stock index options. The fund may also take defensive positions when the manager believes that the overall stock market is highly valued or that market conditions warrant it.|
- Year to date performance as of 9/12/2014 12:00 AM ET
|Fund Manager||Thomas Forester|
|Minimum Initial Purchase||2,500.00|
|Minimum IRA Investment||2,000.00|
- * Annualized returns
- Performance as of 9/12/2014 12:00 AM ET
|Net Assets||58.77 Mil||205.09 Mil|
|Avg Market Cap||63.67 Bil||37.55 Bil|
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