| | | Morningstar Overall Rating: |  | | Total Assets: | 152.40M | | Category: | Mid-Cap Growth | | Total Expense Ratio: | 1.50% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 41.43% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 59 | | % Rank in Category (ytd): | 6.96% | | Beta (3y): | 1.16 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least 80% of net assets in small and mid-cap issuers with public stock market capitalizations within the range of the market capitalization of companies constituting the Russell 2500 Growth index. If the market capitalization of a company held by the fund moves outside this range, it may, but is not required to, sell the securities. It may invest up to 20% of its Net Assets in fixed-income securities, such as government, corporate and bank debt obligations. | | | Fund Profile |
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