The investment seeks long-term total return through capital appreciation. Under normal conditions, the fund invests at least 80% of its assets in stocks of mid-cap companies with an improving revenue and earnings growth outlook. It defines a mid-cap company as one having a market capitalization of between $1.5 and $15 billion at the time of acquisition. The portfolio managers select stocks based on bottom-up fundamental analysis. The fund may invest in small-cap stocks, convertible securities, and foreign securities (directly and through depositary receipts).
Fund filings (PDF) »
Marie Lorden (Started: Mar 1, 2009)
Mary Pierson (Started: Mar 1, 2009)
Thyra Zerhusen (Started: May 31, 1999)
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