GIUIX – NAA Mid Growth Institutional Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital growth. Under normal circumstances, the fund pursues its objective by investing at least 80% of its assets in Mid-capitalization securities that the Adviser considers having “growth” characteristics. The fund manager defines “growth” as investments having what the Adviser believes to be above-average growth rates as compared to their industry or the overall market. The fund will primarily invest in equity securities, including common stocks, REITs, options, warrants, convertible securities of U.S. and U.S. dollar-denominated foreign issuers, and American Depositary Receipts (“ADRs”).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
GIUIX	NAA Mid Growth Fund Institutional	Institutional	Open			Mar 1, 2012	$3.07M	1.270%	High	$2M	$1.66M
SECUX	NAA Mid Growth Fund A	Front Load	Open			Sep 17, 1969	$69.49M	1.520%	High	$2,500	−$7.40M
SUFCX	NAA Mid Growth Fund C	Level Load	Open			Jan 29, 1999	$116,978.00	2.270%	High	$2,500	−$173,954.45

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