|Net Assets||41.22 Mil|
|Morningstar Return||Below Average|
- Last NAV update 3/7/2014 4:00 PM ET
|The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in U.S. companies. It normally invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations under $5 billion at the time of investment.|
- Year to date performance as of 3/7/2014 12:00 AM ET
|Fund Manager||Robert Mohn|
|Minimum Initial Purchase||2,000.00|
|Minimum IRA Investment||1,000.00|
- * Annualized returns
- Performance as of 3/7/2014 12:00 AM ET
|Net Assets||41.22 Mil||283.20 Mil|
|Avg Market Cap||2.56 Bil||2.69 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.