|Net Assets||627.69 Mil|
|Morningstar Risk||Above Average|
|Morningstar Return||Below Average|
- Last NAV update 8/29/2014 4:00 PM ET
|The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in the stock of companies with market capitalizations under $3 billion at the time of initial purchase. It invests mainly in domestic stocks of companies that are financially sound and have good prospects for the future, and to a lesser extent may also invest in foreign securities of similar companies.|
- Year to date performance as of 8/29/2014 12:00 AM ET
|Fund Manager||Ryan Wilsey|
|Minimum Initial Purchase||2,000.00|
|Minimum IRA Investment||500.00|
- * Annualized returns
- Performance as of 8/29/2014 12:00 AM ET
|Net Assets||627.69 Mil||311.05 Mil|
|Avg Market Cap||1.97 Bil||2.59 Bil|
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