|711 High St , Des Moines, IA 50392|
|Fund Manager||Randy Welch|
|Manager Tenure||12 Years 3 Months|
The Fund seeks long-term growth of capital. Under normal circumstances, the Fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with medium market capitalizations at the time of purchase. For this Fund, companies with medium market capitalizations are those with market capitalizations within the range of companies comprising the Russell Midcap Value Index (as of December 31, 2018, the range was between approximately $472.5 million and $33.6 billion). The Fund invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued. The Fund also invests in real estate investment trusts.
|Asset Type||% Of Allocation|
|Total Net Assets||31.22 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|ADM||ARCHER DANIELS MIDLAND COMPA||1.71%|
|RE||EVEREST RE GROUP||1.53%|
|IPG||INTERPUBLIC GROUP CO INC||1.49%|
|HSY||THE HERSHEY CO||1.32%|
|AFG||AMERICAN FINANCIAL GROUP||1.31%|
|LSTR||LANDSTAR SYSTEM INC||1.31%|
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