|Net Assets||10.27 Bil|
|Morningstar Return||Above Average|
- Last NAV update 7/22/2014 4:00 PM ET
|The investment seeks maximum long-term capital growth. The fund normally invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in the common stocks of medium-sized companies. It defines a medium-sized company as one with a market capitalization greater than the market capitalization of the smallest company in the Russell Midcap® Index and less than three times the weighted average market capitalization of companies in that Index. The fund will generally not initiate a position in a company unless it has a market capitalization between $2 billion and $15 billion.|
- Year to date performance as of 7/22/2014 12:00 AM ET
|Fund Manager||Scott Satterwhite|
|Minimum Initial Purchase||1,000.00|
|Minimum IRA Investment||NA|
- * Annualized returns
- Performance as of 7/22/2014 12:00 AM ET
|Net Assets||10.27 Bil||403.55 Mil|
|Avg Market Cap||9.90 Bil||9.14 Bil|
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