|Net Assets||948.28 Mil|
|Morningstar Risk||Above Average|
- Last NAV update 5/22/2013 4:00 PM ET
|The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in equity securities issued by U.S. small capitalization companies which fund management believes offer superior prospects for growth. The fund management team focuses on U.S. small capitalization emerging growth companies. The fund adviser generally defines small-capitalization companies as those with market capitalizations comparable in size to the companies in the Russell 2000® Growth Index. It primarily invests in common stock but also can invest in preferred stock and convertible securities.|
- Year to date performance as of 5/21/2013 8:00 PM ET
|Fund Manager||Travis Cooke|
|Minimum Initial Purchase||2.00 Mil|
|Minimum IRA Investment||2.00 Mil|
- * Annualized returns
- Performance as of 5/21/2013 8:00 PM ET
|Net Assets||948.28 Mil||218.15 Mil|
|Avg Market Cap||1.38 Bil||1.73 Bil|
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