* As of 28-Feb-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for DEFIX at this time.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.21%|
Performance & Risk
|5y Avg Return:||28.36%|
|Rank in Category (ytd):||93|
|% Rank in Category (ytd):||21.33%|
|Morningstar Risk Rating:||5|
The investment seeks long-term preservation of capital and growth of capital.
The fund invests primarily in the equity securities of domestic companies. It normally has more than 65% of assets invested in equity securities. The fund may also invest not more than 35% of total assets in debt securities and preferred stocks that the portfolio managers believe offer a significant opportunity for price appreciation. View More