* As of 31-May-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.80%|
Performance & Risk
|5y Avg Return:||14.11%|
|Rank in Category (ytd):||76|
|% Rank in Category (ytd):||9.72%|
|Morningstar Risk Rating:||4|
The investment seeks long-term, tax-efficient capital appreciation.
The fund normally invests at least 65% of its total assets in the equity securities of domestic issuers listed on a nationally recognized securities exchange or traded on the NASDAQ System. It may, but is not required to, invest in the securities of companies of any market capitalization and from a variety of industries included in the technology, healthcare, energy and industrials, specialty retailing, media/leisure/cable/entertainment and business and consumer services sectors. View More