|Net Assets||5.70 Bil|
|Morningstar Return||Above Average|
- Last NAV update 12/6/2013 4:00 PM ET
|The investment seeks to provide investors with long-term growth of capital. The fund normally will invest in publicly traded equity securities. It invests in equities issued by domestic and foreign firms both directly and in the form of depository receipts representing an interest in these securities. The fund's equity strategy blends aspects of growth and value investing. It typically invests in companies with market capitalizations greater than $5 billion. The investment adviser selects companies based on their long-term investment potential and follows a "buy and own" approach. The fund is non-diversified.|
- Year to date performance as of 12/6/2013 12:00 AM ET
|Fund Manager||Timothy Hartch|
|Minimum Initial Purchase||10,000.00|
|Minimum IRA Investment||NA|
- * Annualized returns
- Performance as of 12/6/2013 12:00 AM ET
|Net Assets||5.70 Bil||1.04 Bil|
|Avg Market Cap||78.10 Bil||91.04 Bil|
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