| | | Morningstar Overall Rating: |  | | Total Assets: | 27.95M | | Category: | Mid-Cap Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 11.48% | | 5y Avg Return: | 2.59% | | Rank in Category (ytd): | 432 | | % Rank in Category (ytd): | 96% | | Beta (3y): | 0.77 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term growth of capital with dividend income as a secondary objective. The fund uses a blended growth and income investment strategy. It invests primarily in domestic common stocks, balancing its investments between growth and dividend-paying stocks, depending on where value is in the stock market. The fund may invest in companies of any size, but typically avoid very small companies (micro-caps) under $100 million in market value. It may also invest in other investment companies to the extent permitted by federal law and any exemptions granted to the fund by the SEC. | | | Fund Profile |
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