* As of 30-Sep-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.29%|
Performance & Risk
|5y Avg Return:||17.35%|
|Rank in Category (ytd):||2|
|% Rank in Category (ytd):||0.27%|
|Morningstar Risk Rating:||5|
The investment seeks long-term growth through capital appreciation.
Under normal conditions, the fund typically invests in equity securities, including common stocks, preferred stocks, and securities convertible into common or preferred stocks. It can invest in companies from a wide range of industries and of various sizes. This includes smaller companies, which are defined by the Adviser as those having a market capitalization equal to or less than that of the largest companies in the Russell 2000 Index. View More