|Net Assets||16.70 Mil|
|Morningstar Risk||Above Average|
- Last NAV update 5/21/2013 3:00 AM 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 5/20/2013 8:00 PM ET
|Fund Manager||Robert Ewing|
|Minimum Initial Purchase||0.00|
|Minimum IRA Investment||NA|
- * Annualized returns
- Performance as of 5/20/2013 8:00 PM ET
|Net Assets||16.70 Mil||603.81 Mil|
|Avg Market Cap||41.08 Bil||44.23 Bil|
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