|Net Assets||3.30 Bil|
|Morningstar Risk||Above Average|
- Last NAV update 9/16/2014 4:00 PM ET
|The investment seeks long-term growth of capital. The fund pursues its investment objective by normally investing primarily in a core group of 20-30 common stocks selected for their growth potential. It may also invest in foreign securities, which may include investments in emerging markets. The portfolio manager applies a "bottom up" approach in choosing investments. In other words, the portfolio manager looks at companies one at a time to determine if a company is an attractive investment opportunity and if it is consistent with the fund's investment policies. The fund is non-diversified.|
- Year to date performance as of 9/16/2014 12:00 AM ET
|Fund Manager||E.Marc Pinto|
|Minimum Initial Purchase||2,500.00|
|Minimum IRA Investment||NA|
- * Annualized returns
- Performance as of 9/16/2014 12:00 AM ET
|Net Assets||3.30 Bil||743.58 Mil|
|Avg Market Cap||80.14 Bil||72.96 Bil|
Copyright © 2014 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.