| | | Morningstar Overall Rating: |  | | Total Assets: | 630.00K | | Category: | Mid-Cap Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 27.04% | | 5y Avg Return: | -0.10% | | Rank in Category (ytd): | 198 | | % Rank in Category (ytd): | 44% | | Beta (3y): | 1.16 | | Morningstar Risk Rating: | Average |
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| The investment seeks capital appreciation. The fund invests at least 80% of net assets, plus any borrowings for investment purposes, in equity securities of mid-cap companies. It focuses on growth companies. It uses proprietary quantitative models. The fund maintains investment attributes similar to those of the Standard & Poor's MidCap 400? Index and intends to limit its divergence from that index in terms of market, industry and sector exposures. | | | Fund Profile |
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