|Net Assets||83.85 Mil|
|Morningstar Risk||Above Average|
|Morningstar Return||Above Average|
- Last NAV update 9/12/2014 4:00 PM ET
|The investment seeks to provide capital appreciation; current income is a secondary objective. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in U.S.-traded equity securities of mid-capitalization companies. The subadviser considers mid-capitalization companies to be companies with market capitalizations similar to those of companies in the Russell Midcap® Value Index.|
- Year to date performance as of 9/12/2014 12:00 AM ET
|Fund Manager||Don Wordell|
|Minimum Initial Purchase||5,000.00|
|Minimum IRA Investment||2,000.00|
- * Annualized returns
- Performance as of 9/12/2014 12:00 AM ET
|Net Assets||83.85 Mil||403.55 Mil|
|Avg Market Cap||9.87 Bil||8.73 Bil|
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