| | | Morningstar Overall Rating: |  | | Total Assets: | 154.45M | | Category: | Mid-Cap Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 49.87% | | 5y Avg Return: | 4.29% | | Rank in Category (ytd): | 18 | | % Rank in Category (ytd): | 4% | | Beta (3y): | 1.27 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term total return. The fund normally invests at least 80% of assets in mid-cap stocks of companies with an improving revenue and earnings growth outlook. The portfolio manager selects approximately 40 stocks based on bottom-up fundamental analysis, and takes a long-term approach with a focus on maximizing after-tax returns. It may invest in foreign securities. | | | Fund Profile |
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