40.16 0.37(0.93%) Jun 18
* As of 28-Feb-13
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.82%|
Performance & Risk
|5y Avg Return:||6.85%|
|Rank in Category (ytd):||66|
|% Rank in Category (ytd):||9.09%|
|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 equity securities of domestic issuers listed on a nationally recognized securities exchange or traded on the NASDAQ System. It invests, in general, in stocks from a variety of industries included in the healthcare, technology, specialty retailing, oil services and industrial, media/leisure/cable/entertainment and business and consumer services sectors. The fund is non-diversified. View More