|Net Assets||470.88 Mil|
|Morningstar Return||Above Average|
- Last NAV update 5/23/2013 4:00 PM ET
|The investment seeks capital appreciation. The fund invests in undervalued stocks. It follows a "contrarian" strategy of seeking to invest in stocks that are currently out of favor with the financial community and are therefore deeply undervalued. The fund's investment adviser expects that if these undervalued companies are financially strong and have good prospects for the future, they will come back into favor and increase in market value. It is a "multi-cap" fund in that it can invest in companies of any size, from larger, well-established companies to smaller companies with market capitalizations below $1 billion.|
- Year to date performance as of 5/22/2013 8:00 PM ET
|Fund Manager||Jerome Dodson|
|Minimum Initial Purchase||2,000.00|
|Minimum IRA Investment||500.00|
- * Annualized returns
- Performance as of 5/22/2013 8:00 PM ET
|Net Assets||470.88 Mil||602.47 Mil|
|Avg Market Cap||11.21 Bil||38.17 Bil|
|NAME||% NET ASSETS|
|Applied Materials, Inc.||5.99%|
|Riverbed Technology, Inc.||5.24%|
|Capital One Financial Corp||4.89%|
|Expeditors International of Washington, Inc.||3.90%|
|CH Robinson Worldwide, Inc.||3.55%|
|Charles Schwab Corp||3.31%|
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