* As of 31-Mar-16
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.31%|
Performance & Risk
|5y Avg Return:||8.93%|
|Rank in Category (ytd):||1|
|% Rank in Category (ytd):||0.14%|
|Morningstar Risk Rating:||5|
The investment seeks long-term capital appreciation.
The fund invests in common stocks of companies of any market capitalization, small, medium or large. Although not a primary investment strategy, the fund may engage in short-sale transactions with respect to 25% of its net assets. It may also invest in money market instruments and may, from time to time, purchase put and call options on U. S. traded stocks or security indices. The Fund may also sell options and write "covered" call options. View More