|Net Assets||440.51 Mil|
|Morningstar Risk||Below Average|
- Last NAV update 6/17/2013 4:00 PM ET
|The investment seeks long-term capital appreciation. The fund normally invests in common stocks of publicly traded companies that the sub-adviser believes demonstrate, at the time of a stock's purchase, strong growth characteristics such as a leadership position in the relevant industry, a sustainable advantage, the ability to increase market share, strong earnings growth potential and experienced management. It normally invests at least 80% of net assets plus borrowings in medium capitalization U.S. companies. The fund may also invest up to 10% of assets in ETFs.|
- Year to date performance as of 6/16/2013 8:00 PM ET
|Fund Manager||William Priebe|
|Minimum Initial Purchase||1,000.00|
|Minimum IRA Investment||500.00|
- * Annualized returns
- Performance as of 6/16/2013 8:00 PM ET
|Net Assets||440.51 Mil||372.09 Mil|
|Avg Market Cap||7.71 Bil||7.10 Bil|
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Fundamental company data and historical chart data provided by Thomson Reuters (click for restrictions). Real-time quotes provided by BATS Exchange. Real-time index quotes and delayed quotes supplied by Interactive Data Real-Time Services. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations data provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by SIX Financial Information.