| | | Morningstar Overall Rating: |  | | Total Assets: | 49.57M | | Category: | Mid-Cap Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 21.56% | | 5y Avg Return: | -1.75% | | Rank in Category (ytd): | 645 | | % Rank in Category (ytd): | 77.99% | | Beta (3y): | 1.14 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in the securities of small-to-medium capitalization companies within the range of those companies included in the Russell 2500 index and Russell Midcap index. The fund's investments in equity securities may include common stocks, preferred stocks and convertible securities. It may invest up to 15% of assets in ADRs, GDRs and securities of foreign companies. The fund is nondiversified. | | | Fund Profile |
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