| | | Morningstar Overall Rating: |  | | Total Assets: | 552.68M | | Category: | Mid-Cap Growth | | Total Expense Ratio: | 1.16% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 53.15% | | 5y Avg Return: | 2.87% | | Rank in Category (ytd): | 8 | | % Rank in Category (ytd): | 0.94% | | Beta (3y): | 1.32 | | Morningstar Risk Rating: | Above average |
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| The investment seeks to provide shareholders with growth of capital. The fund invests at least 80% of assets in the common stocks of mid-capitalization companies. The advisor defines mid-cap companies as those whose market capitalization falls within the range of the companies that comprise the Russell Midcap(R) Growth index. It may choose to continue to hold a stock even if the company's market capitalization grows beyond the largest market capitalization of a company within the index falls below the market capitalization of the smallest company within the index. | | | Fund Profile |
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