Address And Details
|500 Bielenburg Dr. , Woodbury, MN 55125|
|Fund Manager||Mark Whitaker|
|Manager Tenure||11 Years 9 Months|
Strategy And Objective
The Fund seeks long-term growth of capital.The Fund seeks its investment objective by investing primarily in stocks selected by the sub-adviser, Wellington Management Company LLP ( Wellington Management ), on the basis of potential for capital appreciation. Under normal circumstances, the Fund invests at least 80% of its assets in common stocks of mid-capitalization companies. Wellington Management favors companies that it believes are high-quality. The key characteristics of high-quality companies include a leadership position within an industry, a strong balance sheet, a high return on equity,and/or a strong management team. Based on market or economic conditions, the Fund may, through its normal bottom-up stock selection process, focus in one or more sectors of the market.
Net Asset Value
- 1 Week
- 1 Month
- 3 Months
- 1 Yr Return
- 5 Yr Return
Equity Sector Breakdown
|Asset Type||% Of Allocation|
|Total Net Assets||135.57 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of n/a||Average Annual Current Performance Quarterly As Of n/a||Avg Annual Current Performance Monthly As Of n/a||Avg Annual Current Performance Quarterly As Of n/a|
|Life Of Fund||
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