|Net Assets||55.69 Mil|
- Last NAV update 6/18/2013 11:33 PM ET
|The investment seeks growth from capital appreciation. The fund normally invests at least 80% of assets in equity securities of mid cap companies. Mid cap companies are companies with market capitalizations between $1 billion and $20 billion at the time of purchase. In implementing its main strategies, the fund's investments are primarily in common stocks and real estate investment trusts (REITs). It will use futures contracts to more effectively gain targeted equity exposure from its cash positions.|
- Year to date performance as of 6/18/2013 12:00 AM ET
|Fund Manager||Jonathan Simon|
|Minimum Initial Purchase||0.00|
|Minimum IRA Investment||NA|
- * Annualized returns
- Performance as of 6/18/2013 12:00 AM ET
|Net Assets||55.69 Mil||341.20 Mil|
|Avg Market Cap||9.46 Bil||7.84 Bil|
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