|Net Assets||174.64 Mil|
|Morningstar Return||Above Average|
- Last NAV update 5/17/2013 4:00 PM ET
|The investment seeks a return composed of primarily capital appreciation and secondarily current income. The fund invests primarily in undervalued common stocks of mid capitalization companies, companies having a market capitalization between $2 billion and $10 billion. It will opportunistically invest in securities of companies with both larger and smaller market capitalizations, but expects the median market capitalization of the fund to be in the mid capitalization range.|
- Year to date performance as of 5/16/2013 8:00 PM ET
|Fund Family||Westport Funds|
|Fund Manager||Edmund Nicklin, Jr.|
|Minimum Initial Purchase||250,000.00|
|Minimum IRA Investment||250,000.00|
- * Annualized returns
- Performance as of 5/16/2013 8:00 PM ET
|Net Assets||174.64 Mil||359.02 Mil|
|Avg Market Cap||10.13 Bil||6.91 Bil|
|NAME||% NET ASSETS|
|Precision Castparts Corp.||3.94%|
|Varian Medical Systems, Inc.||3.20%|
|Universal Health Services, Inc. Class B||3.19%|
|MasterCard Incorporated Class A||2.75%|
|Anadarko Petroleum Corp||2.73%|
|Check Point Software Technologies, Ltd.||2.68%|
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