* As of 31-May-16
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.23%|
Performance & Risk
|5y Avg Return:||8.19%|
|Rank in Category (ytd):||6|
|% Rank in Category (ytd):||0.82%|
|Morningstar Risk Rating:||2|
The investment seeks a return composed of primarily capital appreciation and secondarily current income.
The fund invests primarily in undervalued common stocks of mid capitalization companies, companies having a market capitalization between $2 billion and $10 billion. It will opportunistically invest in securities of companies with both larger and smaller market capitalizations, but the advisor expects the median market capitalization of the fund to be in the mid capitalization range. View More