| | | Morningstar Overall Rating: |  | | Total Assets: | 300.00K | | Category: | Mid-Cap Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 32.14% | | 5y Avg Return: | -0.89% | | Rank in Category (ytd): | 413 | | % Rank in Category (ytd): | 49.94% | | Beta (3y): | 1.05 | | Morningstar Risk Rating: | Average |
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| The investment seeks capital growth; income is a secondary consideration. The fund normally invests at least 80% of assets in common stocks of mid-cap companies. Mid-cap companies are defined as those companies included in the Russell Mid-Cap Growth index and companies with similar market capitalizations. It may invest up to 20% of assets in common stocks of large-cap companies, small-cap companies, convertible securities and debt securities that pay interest. The fund seeks to outperform the Russell Mid-Cap Growth index over rolling five-year periods. | | | Fund Profile |
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