43.40 0.50(1.14%) Dec 11
* As of 30-Nov-13
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.82%|
Performance & Risk
|5y Avg Return:||21.12%|
|Rank in Category (ytd):||44|
|% Rank in Category (ytd):||6.23%|
|Morningstar Risk Rating:||5|
The investment seeks long-term, tax-efficient capital appreciation.
The fund normally invests at least 65% of its total assets in 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 stocks from issuers 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