| | | Morningstar Overall Rating: |  | | Total Assets: | 650.00K | | Category: | Mid-Cap Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | -0.38% | | 5y Avg Return: | -3.73% | | Rank in Category (ytd): | 818 | | % Rank in Category (ytd): | 98.91% | | Beta (3y): | 0.04 | | Morningstar Risk Rating: | Average |
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| The investment seeks capital growth. The fund seeks to preserve and grow capital by producing long-term capital appreciation with reduced volatility and low correlation to traditional equity and bond markets. | | | Fund Profile |
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