| | | Morningstar Overall Rating: |  | | Total Assets: | 1.92M | | Category: | Mid-Cap Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 32.34% | | 5y Avg Return: | -0.49% | | Rank in Category (ytd): | 545 | | % Rank in Category (ytd): | 65.9% | | Beta (3y): | 1.13 | | Morningstar Risk Rating: | Above average |
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| The investment seeks capital growth. The fund seeks to identify earnings growth in growth companies before it is reflected in those companies' stock price. It invests primarily in equity securities of companies including, for example, common stock and securities convertible into common stock. The fund invests across numerous industry sectors with no industry sector representing more than 25% of the value of the portfolio. | | | Fund Profile |
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