Stratton Mid Cap Value (STRGX)
* As of 31-Dec-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.16%|
Performance & Risk
|5y Avg Return:||11.17%|
|Rank in Category (ytd):||60|
|% Rank in Category (ytd):||16.26%|
|Morningstar Risk Rating:||4|
The investment seeks long-term growth of capital; current income from interest and dividends is a secondary consideration.
The fund invests, under normal circumstances, at least 80% of its net assets in a diversified portfolio of common stock and securities convertible into common stock of mid capitalization ("mid cap") companies. Mid cap stocks are defined as those companies with public stock market capitalizations within the range of the market capitalization of companies constituting the Russell Midcap® Index. View More