| | | Morningstar Overall Rating: |  | | Total Assets: | 4.65M | | Category: | Mid-Cap Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 14.18% | | 5y Avg Return: | -3.45% | | Rank in Category (ytd): | 760 | | % Rank in Category (ytd): | 91.9% | | Beta (3y): | 1.02 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term capital growth. The fund typically invests in U.S. companies that issue stocks included in the Russell 2500 index. Under normal circumstances, it invests at least 80% of assets in investments in small and mid-cap companies tied economically to the U.S. The fund is nondiversified. | | | Fund Profile |
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