|Net Assets||6.02 Mil|
|Morningstar Return||Above Average|
- Last NAV update 8/29/2014 4:00 PM ET
|The investment seeks to obtain capital appreciation. To achieve its investment objective, the fund invests only in common stocks on the New York Stock Exchange, American Stock Exchange, and NASDAQ (both Global and Capital Markets), including American Depositary Receipts (ADRs) of foreign issuers, that the fund's investment adviser believes are undervalued. The fund will invest in small, medium, and large capitalization stocks and may engage in active and frequent trading of its portfolio securities. The fund is non-diversified.|
- Year to date performance as of 8/29/2014 12:00 AM ET
|Fund Manager||James Wang|
|Minimum Initial Purchase||2,000.00|
|Minimum IRA Investment||2,000.00|
- * Annualized returns
- Performance as of 8/29/2014 12:00 AM ET
|Net Assets||6.02 Mil||403.55 Mil|
|Avg Market Cap||1.75 Bil||8.65 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.