| | | Morningstar Overall Rating: |  | | Total Assets: | 24.34M | | Category: | Mid-Cap Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 40.75% | | 5y Avg Return: | 2.67% | | Rank in Category (ytd): | 132 | | % Rank in Category (ytd): | 15.96% | | Beta (3y): | 1.17 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term capital appreciation. The fund invests primarily in common stocks and other equity securities of U.S. issuers. It normally invests at least 80% of the value of net assets in equity securities of mid-cap companies. The fund may engage in short sales transactions on securities in order to take advantage of an anticipated decline in the security's price or to hedge against its potential price volatility. | | | Fund Profile |
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