|Net Assets||21.13 Bil|
|Morningstar Risk||Above Average|
- Last NAV update 9/16/2014 4:00 PM ET
|The investment seeks long-term capital appreciation. The fund will invest at least 50% of total assets in the common stocks of established U.S. companies that the managers believe have above-average potential for capital growth. The remaining assets are generally invested in convertible securities, corporate and government debt, bank loans (which represent an interest in amounts owed by a borrower to a syndicate of lenders), and foreign securities, in keeping with the fund's objective. It may invest up to 25% of its total assets in below investment-grade debt securities and bank loans and up to 10% of its total assets in mortgage- and asset-backed securities.|
- Year to date performance as of 9/17/2014 7:36 AM ET
|Fund Manager||David Giroux|
|Minimum Initial Purchase||2,500.00|
|Minimum IRA Investment||1,000.00|
- * Annualized returns
- Performance as of 9/17/2014 7:36 AM ET
|Net Assets||21.13 Bil||706.68 Mil|
|Avg Market Cap||37.00 Bil||47.68 Bil|
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