* As of 31-Dec-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.73%|
Performance & Risk
|5y Avg Return:||19.13%|
|Rank in Category (ytd):||3|
|% Rank in Category (ytd):||0.4%|
|Morningstar Risk Rating:||1|
The investment seeks to increase the value of the investment over the long-term ("long-term growth").
The fund primarily invests in common stocks of domestic small, medium- and large-sized companies believed to have growth potential. The adviser believes a company's annual sales volume and market capitalization (the number of shares outstanding multiplied by the per share price) are the factors most illustrative of a company's size. In distinguishing company size in terms of sales volume, the adviser considers a company's sales volume relative to peer companies in the company's industry. View More