| | | Morningstar Overall Rating: |  | | Total Assets: | 174.30M | | Category: | Mid-Cap Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 43.75% | | 5y Avg Return: | -0.28% | | Rank in Category (ytd): | 90 | | % Rank in Category (ytd): | 10.88% | | Beta (3y): | 1.25 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term capital appreciation. The fund focuses on midsized companies that the management believes demonstrate promising growth potential. It normally invests at least 80% of assets in equity securities of companies that have a market capitalization within the range of companies included in the Russell Midcap Growth index or the S&P MidCap 400 index. | | | Fund Profile |
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