| | | Morningstar Overall Rating: |  | | Total Assets: | 875.94M | | Category: | Mid-Cap Growth | | Total Expense Ratio: | 1.11% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 35.53% | | 5y Avg Return: | 0.24% | | Rank in Category (ytd): | 93 | | % Rank in Category (ytd): | 10.97% | | Beta (3y): | 1.29 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term capital appreciation. The fund focuses on mid-size companies that the Manager believes demonstrate promising growth potential. It normally invests at least 80% of assets in the equity securities of medium-capitalization companies that the management believes demonstrate promising growth potential. A medium-capitalization company has a market capitalization within the range of companies in the Russell Mid-cap Growth index or the S&P Mid-Cap 400 index. | | | Fund Profile |
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