The investment seeks growth from capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid-cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Mid cap companies are companies with market capitalizations equal to those within the universe of the Russell Midcap Value Index and/or between $1 billion and $20 billion at the time of purchase.
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