| | | Morningstar Overall Rating: |  | | Total Assets: | 9.90B | | Category: | Mid-Cap Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 31.62% | | 5y Avg Return: | 3.08% | | Rank in Category (ytd): | 454 | | % Rank in Category (ytd): | 54.9% | | Beta (3y): | 1.12 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term capital appreciation. The fund normally invests a majority of net assets in small- and mid-sized companies with market capitalizations under $5 billion at the time of investment. It invests the majority of assets in U.S. companies, but also may invest up to 33% of total assets in foreign companies in developed markets and in emerging markets. | | | Fund Profile |
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