| | | Morningstar Overall Rating: |  | | Total Assets: | 116.50M | | Category: | Mid-Cap Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 25.35% | | 5y Avg Return: | 2.20% | | Rank in Category (ytd): | 0 | | % Rank in Category (ytd): | 0% | | Beta (3y): | 1.11 | | Morningstar Risk Rating: | |
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| 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 |
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