| | | Morningstar Overall Rating: |  | | Total Assets: | 370.90M | | Category: | Mid-Cap Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 43.44% | | 5y Avg Return: | 3.88% | | Rank in Category (ytd): | 90 | | % Rank in Category (ytd): | 10.88% | | Beta (3y): | 1.11 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in domestic common stocks, preferred stocks , convertible preferred stocks, warrants and rights of mid-cap companies. It considers a company to be a mid-cap company if, at time of purchase, it has a market capitalization between $1.5 billion and $10 billion. | | | Fund Profile |
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