|Net Assets||320.63 Mil|
|Morningstar Return||Below Average|
- Last NAV update 3/7/2014 4:00 PM ET
|The investment seeks long-term capital growth. Under normal circumstances, the fund invests a majority of its net assets in the common stock of companies with market capitalizations under $20 billion at the time of investment. It invests the majority of its assets in U.S. companies, but also may invest up to 33% of its total assets in foreign companies in developed markets (for example, Japan, Canada and the United Kingdom) and in emerging markets (for example, China, India and Colombia).|
- Year to date performance as of 3/7/2014 12:00 AM ET
|Fund Manager||Robert Chalupnik|
|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||320.63 Mil||427.77 Mil|
|Avg Market Cap||4.95 Bil||8.42 Bil|
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