| | | Morningstar Overall Rating: |  | | Total Assets: | 13.82M | | Category: | Mid-Cap Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 22.33% | | 5y Avg Return: | 1.14% | | Rank in Category (ytd): | 694 | | % Rank in Category (ytd): | 83.92% | | Beta (3y): | 0.88 | | Morningstar Risk Rating: | Low |
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| The investment seeks capital appreciation. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes in the equity securities of companies with medium market capitalizations (a ?mid-cap company?). The Advisor considers a mid-cap company to be one that has a market capitalization of between $1 billion and $18 billion. | | | Fund Profile |
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