|Net Assets||60.19 Mil|
|Morningstar Risk||Above Average|
|Morningstar Return||Above Average|
- Last NAV update 7/24/2014 4:00 PM ET
|The investment seeks capital appreciation. The fund pursues its goal by investing at least 80% of its net assets (including borrowing, if any) in the common stocks of U.S. companies of any market capitalization that are in the financial services sector. It may invest in companies in the financial services sector of any size and the portion invested in small, medium or large companies is expected to vary over time based on the subadviser's view as to how to achieve the fund's objective. The fund is non-diversified.|
- Year to date performance as of 7/24/2014 12:00 AM ET
|Fund Manager||Anton Schutz|
|Minimum Initial Purchase||2,500.00|
|Minimum IRA Investment||100.00|
- * Annualized returns
- Performance as of 7/24/2014 12:00 AM ET
|Net Assets||60.19 Mil||205.09 Mil|
|Avg Market Cap||1.05 Bil||37.96 Bil|
Copyright © 2014 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.