Mid Cap Growth Opportunities

FRSLX

Objective

Capital appreciation.

Fund Facts

318941648
Mid-Cap Growth
Mid-Cap Growth
5.50%
$2500
1.27%
1.27%

Daily PriceChange as of 7/29/2010

Nav
Day ($)
Day (%)
YTD (%)
$32.14 -0.11 0.00 +0.85
Total Net Assets (All Classes)
$1,151.30 million as of 6/30/2010

Fund Performance

 
Total Returns as of 6/30/2010
Average Annualized Returns as of 6/30/2010
Fund Name
1 mth
3 mth
YTD
1 yr
3 yr
5 yr
10 yr
Since Incept.
Inception Date
NAV -7.31 -11.09 -6.15 16.11 -8.63 0.58 4.12 8.24 1/9/1995
POP -12.42 -15.98 -11.30 9.72 -10.34 -0.56 3.53 7.84 1/9/1995
Lipper Mid Cap Growth Funds Category Average -6.01 -9.59 -3.18 20.72 -8.05 1.07 -1.00 -- --
Russell Mid Cap Growth Index -6.36 -10.20 -3.31 21.30 -7.53 1.37 -1.99 -- --

Distinguishing Characteristics

  • We believe our collaborative, research-driven approach to stock selection offers the best opportunity to achieve superior, risk-adjusted returns over the long-term.
  • Portfolio managers, fundamental research analysts, and quantitative research analysts collaborate in seeking to identify the best opportunities in the equities arena.
  • Focus of research efforts on three key drivers of stock performance - business fundamentals, valuation, and catalysts.

Portfolio Managers

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James A. Diedrich, CFA

Senior Equity Portfolio Manager
  • Began working in the financial industry in 1984
  • B.S. from St. Cloud State University; M.B.A. from the University of Minnesota; CFA Institute member; CFA Society of Minnesota member
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Harold R. Goldstein

Senior Equity Portfolio Manager
  • Began working in the financial industry in 1982
  • B.A. from the University of Rochester and M.B.A. from New York University
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Scott M. Mullinix, CFA

Senior Equity Portfolio Manager
  • Began working in the financial industry in 1989
  • B.A. from the University of St. Thomas and M.B.A from the University of Minnesota


 

 

Performance shown is historical and does not guarantee future results. Current performance may be lower or higher. Because share price, principal value, and return will vary, you may have a gain or loss when you sell fund shares. For current month-end performance information, call 800.677.FUND. Performance assumes the reinvestment of dividends and capital gains.

Net Asset Value(NAV) performance does not reflect the current maximum sales charge(load).  Had the sales charge been included, the fund's returns would have been lower.

Public offering price (POP) returns are based on the price at which shares are offered to the public and reflect the fund's NAV as increased by the maximum sales charge(load) for purchases.

Expense ratios are based on the fund's most recent fiscal year end and include the expenses of any other investment companies in which the fund invests ("acquired fund fees and expenses").  

The fund invests in mid-cap companies, which involve additional risks such as limited liquidity and greater volatility.
Morningstar Category:  Morningstar categories represent a universe of funds with similar investment objectives, and are provided by Morningstar, Inc
Lipper Category: Lipper categories represent a universe of funds with similar investment objectives, and are provided by Lipper, Inc.
Russell Mid Cap Growth Index:
The unmanaged Russell Mid Cap Growth Index tracks the performance of companies within the Russell Midcap with a greater-than-average growth orientation.

You cannot invest directly in an index or average.