The investment seeks capital appreciation. Under normal conditions, the fund pursues its investment objective by investing at least 65% of its net assets in equity securities of mid-sized companies. It follows a growth style of investing, which means that the portfolio management team favors companies that show the potential for strong revenue and earnings growth. The fund may invest in U.S. and foreign (which may include emerging market) companies. It may invest in any security that represents equity ownership in a company.
Fund filings (PDF) »
Anthony Hipple (Started: Apr 1, 2014)
Paul Volovich (Started: Jul 28, 2008)
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