|Net Assets||19.08 Mil|
- Last NAV update 4/17/2014 4:00 PM ET
|The investment seeks capital growth and current income. The fund invests mainly in common stocks of large U.S. companies, with a focus on value stocks that offer the potential for capital growth, current income, or both. Value stocks are issued by companies that the advisor believes are currently undervalued by the market. The adviser may consider, among other factors, a company's valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.|
- Year to date performance as of 4/17/2014 12:00 AM ET
|Fund Manager||Robert Ewing|
|Minimum Initial Purchase||0.00|
|Minimum IRA Investment||NA|
- * Annualized returns
- Performance as of 4/17/2014 12:00 AM ET
|Net Assets||19.08 Mil||702.44 Mil|
|Avg Market Cap||43.45 Bil||82.54 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.