|Net Assets||9.67 Bil|
|Morningstar Risk||Below Average|
|Morningstar Return||Above Average|
- Last NAV update
|The investment seeks long-term capital appreciation and income. The fund invests mainly in the stocks of mid-size U.S. companies, choosing stocks considered by an advisor to be undervalued. Undervalued stocks are generally those that are out of favor with investors and are trading at prices that the advisor feels are below average in relation to measures such as earnings and book value. These stocks often have above-average dividend yields. It uses multiple investment advisors.|
- Year to date performance as of
|Fund Manager||James Barrow|
|Minimum Initial Purchase||3,000.00|
|Minimum IRA Investment||NA|
- * Annualized returns
- Performance as of
|Net Assets||9.67 Bil||403.55 Mil|
|Avg Market Cap||10.65 Bil||8.65 Bil|
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