The investment seeks growth from capital appreciation. 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. In implementing its main strategies, its investments are primarily in common stocks and real estate investment trusts (REITs). The fund 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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