The investment seeks growth of capital by attempting to outperform the S&P Mid Cap 400 Index. The fund normally invests at least 80% of assets in common stocks of mid-sized companies within the market capitalizations included in the S&P Mid Cap Index. It selects stocks that the advisor believes are undervalued, and have the potential for future earnings growth. The fund contains anywhere from approximately 40 to 120 of the most attractive stocks ranked by the model.
Fund filings (PDF) »
Drew Cleland (Started: May 25, 2007)
Douglas Ralston (Started: Feb 24, 1994)
Heath Jordan (Started: Sep 30, 2001)
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