|Net Assets||146.59 Mil|
- Last NAV update 5/20/2013 4:00 PM ET
|The investment seeks long-term capital appreciation. The fund invests in common stocks of companies of any market capitalization, small, medium or large. It may engage in short-sale transactions with respect to 25% of its net assets. The fund may also invest in money market instruments and may, from time to time, purchase put and call options on U.S. traded stocks or security indices. It may also invest up to 25% of its net assets in moderate growth stocks whose shares offer a high dividend yield and in the stocks of foreign companies which are U.S. dollar denominated and traded on a domestic national securities exchange, including ADRs.|
- Year to date performance as of 5/19/2013 8:00 PM ET
|Fund Manager||Donald Hodges|
|Minimum Initial Purchase||250.00|
|Minimum IRA Investment||250.00|
- * Annualized returns
- Performance as of 5/19/2013 8:00 PM ET
|Net Assets||146.59 Mil||529.50 Mil|
|Avg Market Cap||2.79 Bil||6.28 Bil|
Copyright © 2013 Microsoft. All rights reserved.
Quotes are real-time for NASDAQ, NYSE and AMEX. See delay times for other exchanges.
Fundamental company data and historical chart data provided by Thomson Reuters (click for restrictions). Real-time quotes provided by BATS Exchange. Real-time index quotes and delayed quotes supplied by Interactive Data Real-Time Services. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations data provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by SIX Financial Information.