|Net Assets||884.99 Mil|
|Morningstar Risk||Above Average|
|Morningstar Return||Above Average|
- Last NAV update 5/22/2013 4:00 PM ET
|The investment seeks capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in small capitalization companies at the time of investment. The adviser considers a company to be a small-capitalization issuer if it has a market capitalization, at the time of purchase, no larger than the largest capitalized issuer included in the Russell 2000® Index. The fund may invest up to 25% of its total assets in securities of foreign issuers, including developing or emerging market countries, and may invest up to 15% of its total assets in real estate investment trusts (REITs).|
- Year to date performance as of 5/21/2013 8:00 PM ET
|Fund Manager||R. Canon Coleman II|
|Minimum Initial Purchase||1,000.00|
|Minimum IRA Investment||250.00|
- * Annualized returns
- Performance as of 5/21/2013 8:00 PM ET
|Net Assets||884.99 Mil||241.43 Mil|
|Avg Market Cap||1.62 Bil||1.35 Bil|
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