| | | Morningstar Overall Rating: |  | | Total Assets: | 1.76M | | Category: | Mid-Cap Growth | | Total Expense Ratio: | 0.80% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 39.99% | | 5y Avg Return: | 8.20% | | Rank in Category (ytd): | 0 | | % Rank in Category (ytd): | 0% | | Beta (3y): | 1.32 | | Morningstar Risk Rating: | |
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| The investment seeks long-term growth of capital. The fund invests primarily in a core group of 20-30 domestic and foreign common stocks selected for their growth potential. It may invest in companies of any size, from larger, well-established companies to smaller, emerging growth companies. The fund may invest in foreign equity and debt securities, which may include investments in emerging markets. It is nondiversified. | | | Fund Profile |
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