|Net Assets||3.05 Bil|
|Morningstar Risk||Below Average|
- Last NAV update 5/22/2013 4:00 PM ET
|The investment seeks to provide capital appreciation. The fund invests primarily in the common stocks of small- and medium-sized companies that are traded on national security exchanges, the NASDAQ stock market and on the over-the-counter market. Up to 30% of the fund's net assets may be invested in foreign securities. It may invest in fixed-income securities, exchange-traded funds, American Depositary Receipts (ADRs) and use derivative contracts and/or hybrid instruments to implement elements of its investment strategy.|
- Year to date performance as of 5/21/2013 8:00 PM ET
|Fund Manager||Hans Utsch|
|Minimum Initial Purchase||1,500.00|
|Minimum IRA Investment||250.00|
- * Annualized returns
- Performance as of 5/21/2013 8:00 PM ET
|Net Assets||3.05 Bil||359.02 Mil|
|Avg Market Cap||7.37 Bil||6.91 Bil|
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