23.24
+0.040001(+0.17%)
Currency In USD
Address
7250 Redwood Boulevard
Novato, CA 94945
United States of America
Phone
8009664354
Website
N/A
Sector
N/A
Industry
N/A
Employees
N/A
First IPO Date
September 17, 2003
The fund normally invests at least 80% of its net assets in mid-cap growth-oriented common stocks by utilizing a quantitative formula known as the Cornerstone Mid Cap 30 Formula (the “Mid Cap 30 Formula”). It purchases 30 stocks weighted equally by dollar amount, with 3.33% of the portfolio's assets invested in each. Using the Mid Cap 30 Formula, the universe of stocks is re-screened and the portfolio is rebalanced annually, generally in the fall.