|Net Assets||12.43 Bil|
|Morningstar Risk||Below Average|
|Morningstar Return||Above Average|
- Last NAV update 9/19/2014 4:00 PM ET
|The investment seeks to provide an above-average level of current income and reasonable long-term capital appreciation. The fund invests mainly in common stocks of mid-size and large companies whose stocks typically pay above-average levels of dividend income and are, in the opinion of the purchasing advisor, undervalued relative to other stocks. In addition, the advisors generally look for companies that they believe are committed to paying dividends consistently. Under normal circumstances, the fund will invest at least 80% of its assets in equity securities. The fund uses multiple investment advisors.|
- Year to date performance as of 9/19/2014 12:00 AM ET
|Fund Manager||James Stetler|
|Minimum Initial Purchase||50,000.00|
|Minimum IRA Investment||NA|
- * Annualized returns
- Performance as of 9/19/2014 12:00 AM ET
|Net Assets||12.43 Bil||702.44 Mil|
|Avg Market Cap||84.59 Bil||87.27 Bil|
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