| | | Morningstar Overall Rating: | N/A | | Total Assets: | 40.32M | | Category: | Mid-Cap Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 27.75% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 562 | | % Rank in Category (ytd): | 67.96% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks capital appreciation. The fund invests primarily in U.S. securities of small- and mid-sized growth companies. A small-sized growth company is defined as one having a market capitalization of less than $2.5 billion at the time of purchase. A mid-sized growth company is defined as one having a market capitalization of $2.5 billion to $10 billion at the time of purchase. Because of its long-term approach, the fund could have a significant percentage of its assets invested in securities that have appreciated beyond their original market cap ranges. The fund is nondiversified. | | | Fund Profile |
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