The investment seeks growth from capital appreciation. The fund normally invests at least 80% of assets in equity securities of mid cap companies. Mid cap companies are companies with market capitalizations between $1 billion and $20 billion at the time of purchase. In implementing its main strategies, the fund's investments are primarily in common stocks and real estate investment trusts (REITs). It will use futures contracts to more effectively gain targeted equity exposure from its cash positions.
Fund filings (PDF) »
Gloria Fu (Started: May 1, 2006)
Jonathan Simon (Started: Nov 13, 1997)
Lawrence Playford (Started: Dec 31, 2004)
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100 Wood Street, 1111 Polaris Parkway, Columbus, OH 43240, USA