| No headlines available for IMSCX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 74.33M | | Category: | Mid-Cap Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 14.67% | | 5y Avg Return: | -0.20% | | Rank in Category (ytd): | 427 | | % Rank in Category (ytd): | 94.89% | | Beta (3y): | 1.01 | | Morningstar Risk Rating: | Below average |
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| The investment seeks long-term growth from capital appreciation, dividends and interest. The fund invests primarily in common stocks of mid-cap U.S. companies. Companies selected generally have a total market capitalization at the time of purchase from $1 billion up to $15 billion. The fund may continue to hold a security even after it falls below, or exceeds, these capitalization levels. Most stocks in the fund?s portfolio fall into one of the advisor?s seven strategic focus areas: healthcare, technology, financial services, communications/entertainment, consumer, consolidating industries and historically defensive industries. | | | Fund Profile |
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