| | | Morningstar Overall Rating: |  | | Total Assets: | 3.56B | | Category: | Mid-Cap Growth | | Total Expense Ratio: | 1.24% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 36.10% | | 5y Avg Return: | 3.85% | | Rank in Category (ytd): | 110 | | % Rank in Category (ytd): | 12.97% | | Beta (3y): | 1.19 | | Morningstar Risk Rating: | Above average |
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| The investment seeks maximum long-term capital growth. The fund invests primarily in U.S. companies and invests no less than 80% in the common stocks of medium-sized companies with market caps greater than the market cap of the smallest company and less than three times the weighted average market cap of companies in the Russell-Mid cap index. The maximum investment in any single industry is 25% and no more than 5% may be invested in securities of a single issuer. The fund tries to maintain a cash position of no more than 5% of assets. It invests 10% in the securities of non-U.S. companies, but only if the securities are purchased and sold on a U.S. exchange. | | | Fund Profile |
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