|Net Assets||1.58 Bil|
|Morningstar Risk||Below Average|
- Last NAV update 7/22/2014 4:00 PM ET
|The investment seeks capital appreciation. The fund invests a majority of its assets in equity securities of leveraged U.S. companies of any size, including both growth and value stocks, that the managers believe have favorable investment potential. These companies employ significant leverage in their capital structure through borrowing from banks or other lenders or through issuing fixed-income, convertible or preferred equity securities, and their fixed income securities are often rated below-investment-grade (sometimes referred to as "junk bonds"). It is non-diversified.|
- Year to date performance as of 7/22/2014 12:00 AM ET
|Fund Manager||David Glancy|
|Minimum Initial Purchase||0.00|
|Minimum IRA Investment||NA|
- * Annualized returns
- Performance as of 7/22/2014 12:00 AM ET
|Net Assets||1.58 Bil||403.55 Mil|
|Avg Market Cap||13.54 Bil||8.65 Bil|
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