The investment seeks capital appreciation.
The fund invests primarily in common stocks of domestic and foreign issuers. It may invest in either growth stocks or value stocks or both. The fund uses fundamental analysis of each issuer's financial condition and industry position and market and economic conditions to select instruments.
Fund Manager:
J. Fergus Shiel
, since 10/31/05
Fund Inception:
11/26/86
Fund Ratings & Risk:
View Morningstar Analysis
Composition:
STOCK (85.61%),
BONDS (0.02%),
CASH (13.98%),
OTHER (0.39%)