| | | Morningstar Overall Rating: |  | | Total Assets: | 56.43M | | Category: | Mid-Cap Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 29.74% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 148 | | % Rank in Category (ytd): | 32.89% | | Beta (3y): | 1.51 | | Morningstar Risk Rating: | High |
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| The investment seeks capital appreciation. The fund invests in stock and other equity securities (including preferred stock, convertible debt securities and warrants). It may invest in what are normally considered small-cap stocks, mid cap stocks and large cap stocks. The fund may concentrate on one of those categories, two of them or all of them, and may change the allocation from time to time. | | | Fund Profile |
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