The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of medium-capitalization companies; and up to 25% of the fund's total assets in equity securities of foreign issuers through ADRs and similar investments. It invests principally in equity securities of medium-capitalization companies, which the managers define as securities of companies with market capitalization within the range of the Russell Midcap� Index at the time of purchase. The fund may also invest in equity securities of foreign issuers through ADRs and similar investments.
Fund filings (PDF) »
Michael Smith (Started: Mar 21, 2011)
Christopher Warner (Started: Jan 10, 2012)
Thomas Pence (Started: Oct 13, 2000)
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