|525 Market St. , San Francisco, CA 94105|
|Fund Manager||Team Managed|
The Fund seeks long-term capital appreciation. Under normal circumstances, we invest: at least 80% of the Fund net assets in equity securities of medium-capitalization companies.We invest principally in equity securities of medium-capitalization companies, which we define as securities of companies with market capitalizations within the range of the Russell Midcap Index at the time of purchase. The market capitalization range of the Russell Midcap Index was approximately $823.69 million to $78.72 billion, as of December 31, 2019, and is expected to change frequently.
|Asset Type||% Of Allocation|
|Total Net Assets||3.01 B|
|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|
|CSL||CARLISLE COS INC||3.27%|
|CBRE||CBRE GROUP INC||2.93%|
|SWK||STANLEY BLACK & DECKER INC||2.66%|
|ACGL||ARCH CAPITAL GROUP LTD||2.64%|
|RSG||REPUBLIC SERVICES INC||2.55%|
|BRO||BROWN & BROWN INC||2.47%|
|REYN||REYNOLDS CONSUMER PRODUCTS I||2.32%|
|EEFT||EURONET WORLDWIDE INC||2.24%|
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