The investment seeks long-term capital appreciation. The fund invests generally in common stocks, securities convertible into common stocks and related equity securities of "midsize" companies (for this purpose, "midsize" is defined as those companies with market capitalizations of between $500 million and $25 billion). It will maintain at least 80% of its net assets in such mid cap securities. The fund may also invest in ETFs that are registered investment companies, warrants, preferred stocks and debts, including non-investment grade convertible debt securities, and up to 25% of its assets in foreign securities (including emerging market securities).
Fund filings (PDF) »
Richard Eisinger (Started: Jan 1, 1998)
Matt Hayner (Started: May 1, 2010)
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Madison Mosaic, 500 Science Drive