|Net Assets||134.16 Mil|
|Morningstar Risk||Below Average|
|Morningstar Return||Below Average|
- Last NAV update 5/17/2013 3:00 AM ET
|The investment seeks long-term growth of capital. The fund pursues its investment objective by investing primarily in common stocks selected for their growth potential. Although the fund may invest in companies of any size, it generally invests in larger, more established companies. The fund may invest in foreign equity and debt securities, which may include investments in emerging markets. The portfolio managers apply a "bottom up" approach in choosing investments. In other words, the portfolio managers look 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.|
- Year to date performance as of 5/16/2013 8:00 PM ET
|Fund Manager||Burton Wilson|
|Minimum Initial Purchase||1.00 Mil|
|Minimum IRA Investment||NA|
- * Annualized returns
- Performance as of 5/16/2013 8:00 PM ET
|Net Assets||134.16 Mil||602.08 Mil|
|Avg Market Cap||36.66 Bil||38.17 Bil|
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