The fund's objective is to provide long-term capital growth. Income is a secondary objective.
Larry J. Puglia has managed this fund since 06/30/1993.
Because growth stocks have higher valuations and lower dividend yields than slower-growth or cyclical companies, the share price volatility may be higher. As such, fund prices could decline further in market downturns than non-growth-oriented funds.
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Individuals seeking capital appreciation who can accept the price declines inherent in common stock investing. Appropriate for both regular and tax-deferred accounts, such as IRAs.
| Month End 4/30/13 |
Quarter End 3/31/13 |
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| 1 Year | 9.09% | 7.84% |
| 3 Years | 13.05% | 13.21% |
| 5 Years | 6.19% | 7.13% |
| 10 Years | 8.14% | 8.85% |
| Since Inception | 9.38% | 9.34% |
| Inception Date | June 30, 1993 | |
| Expense Ratio as of 12/31/2012 | 0.76% | |