|Net Assets||101.67 Mil|
|Morningstar Return||Below Average|
- Last NAV update 7/23/2014 4:00 PM ET
|The investment seeks long-term growth of capital. The fund invests in the common stock of 20 to 35 companies that the portfolio management team (the "team") believes have attractive growth prospects. It invests primarily in medium sized companies but may also invest in smaller market capitalization companies. The fund currently considers "medium-sized companies" to be companies whose market capitalizations, at the time of purchase, are similar in size to those included in its benchmark index, the Russell Midcap® Growth Index. It expects to only invest in securities of companies whose stock is traded on U.S. markets. The fund is non-diversified.|
- Year to date performance as of 7/23/2014 12:00 AM ET
|Fund Manager||F. Wiley Reed|
|Minimum Initial Purchase||2,500.00|
|Minimum IRA Investment||1,000.00|
- * Annualized returns
- Performance as of 7/23/2014 12:00 AM ET
|Net Assets||101.67 Mil||427.77 Mil|
|Avg Market Cap||11.46 Bil||8.57 Bil|
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