|Net Assets||1.05 Mil|
- Last NAV update 5/17/2013 3:00 AM ET
|The investment seeks capital appreciation. The fund pursues its investment objective by investing at least 50% of its equity assets in small-sized companies. It may also invest in larger companies with strong growth potential or relatively well-known and large companies with potential for capital appreciation. Small-sized companies are defined by the portfolio managers as those companies whose market capitalization falls within the range of companies in the Russell 2000® Growth Index. The fund may also invest in foreign equity and debt securities, which may include investments in emerging markets.|
- Year to date performance as of 5/16/2013 8:00 PM ET
|Fund Manager||Maneesh Modi|
|Minimum Initial Purchase||2,500.00|
|Minimum IRA Investment||NA|
- * Annualized returns
- Performance as of 5/16/2013 8:00 PM ET
|Net Assets||1.05 Mil||218.15 Mil|
|Avg Market Cap||1.59 Bil||1.73 Bil|
|NAME||% NET ASSETS|
|Broadridge Financial Solutions||3.06%|
|Polypore International, Inc.||2.58%|
|Wolverine World Wide||2.46%|
|SS&C Technologies Holdings||2.41%|
|Dresser-Rand Group, Inc.||2.13%|
|Ritchie Bros. Auctioneers, Inc.||1.98%|
|Landstar System, Inc.||1.91%|
|Wesco International, Inc.||1.88%|
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