| | | Morningstar Overall Rating: |  | | Total Assets: | 246.50M | | Category: | Mid-Cap Value | | Total Expense Ratio: | 1.40% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 44.56% | | 5y Avg Return: | -0.50% | | Rank in Category (ytd): | 16 | | % Rank in Category (ytd): | 3.77% | | Beta (3y): | 1.46 | | Morningstar Risk Rating: | High |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of assets plus borrowings for investment purposes in common stocks of mid-capitalization U.S. companies. Mid-cap companies are considered to be those with market capitalizations like those found in the Russell Midcap index. | | | Fund Profile |
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