The fund, which bets primarily in undervalued mid-cap stocks, received a 5-star Overall Morningstar Rating as of
"Financial advisors have changed their business models to emphasize fee-based business, and analysis of the business that has come to the fund via financial advisors validates this trend," stated
"After careful consideration and analysis, we have decided to make the mutual fund available as a no-load fund, making the investment process less cumbersome for financial advisors participating in this trend and removing barriers for those investors who choose to manage their own investments."
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