|Net Assets||638.57 Mil|
|Morningstar Risk||Above Average|
|Morningstar Return||Below Average|
- Last NAV update 8/20/2014 4:00 PM ET
|The investment seeks long-term growth of capital. Normally, the fund invests at least 80% of its net assets in equity securities of companies with stock market capitalizations up to $5 billion at the time of investment. The fund may continue to hold or, in some cases, build positions in companies with market capitalizations of more than $5 billion.|
- Year to date performance as of 8/20/2014 12:00 AM ET
|Fund Manager||W. George|
|Minimum Initial Purchase||2,000.00|
|Minimum IRA Investment||1,000.00|
- * Annualized returns
- Performance as of 8/20/2014 12:00 AM ET
|Net Assets||638.57 Mil||283.20 Mil|
|Avg Market Cap||1.94 Bil||2.68 Bil|
Copyright © 2014 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.