| No headlines available for IBSBX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 4.33M | | Category: | Mid-Cap Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 27.07% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 562 | | % Rank in Category (ytd): | 67.96% | | Beta (3y): | 1.09 | | Morningstar Risk Rating: | Average |
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| The investment seeks capital appreciation. The portfolio normally invests primarily in common stocks of mid-sized growth companies which have a market capitalization at the time of purchase, of $1.5 billion to $12 billion. The advisor seeks growth companies that it believes are undervalued by the market at prices that it perceives as attractive relative to projected future cash flows and asset values. The portfolio may invest up to 10% of net assets in illiquid securities. It may also invest in debt securities, including notes, bonds, debentures and money market instruments, and in convertible instruments. | | | Fund Profile |
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