| | | Morningstar Overall Rating: |  | | Total Assets: | 116.50M | | Category: | Mid-Cap Growth | | Total Expense Ratio: | 1.08% |
|
| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 20.82% | | 5y Avg Return: | 2.97% | | Rank in Category (ytd): | 0 | | % Rank in Category (ytd): | 0% | | Beta (3y): | 1.13 | | Morningstar Risk Rating: | |
|
| The investment seeks capital appreciation. The fund primarily invests in common stocks of mid-sized growth companies. It considers a mid-sized company as one having a market capitalization of $1.5 billion to $12 billion. The fund purchases stocks in businesses that the management believes could double in value in four years after purchase. | | | Fund Profile |
|
Help
0.46 (1.05%) 
Summary
Add BARIX to Portfolio 
Download Data
