| | | Morningstar Overall Rating: |  | | Total Assets: | 3.33B | | Category: | Mid-Cap Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 23.89% | | 5y Avg Return: | 2.93% | | Rank in Category (ytd): | 669 | | % Rank in Category (ytd): | 80.89% | | Beta (3y): | 0.98 | | Morningstar Risk Rating: | Below average |
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| The investment seeks capital appreciation. The fund primarily invests in common stocks of small and medium-size companies. To select investments, the advisor evaluates a company's growth prospects, the economic outlook for its industry, new-product development, management, security value, and financial characteristics. It may invest up to 30% of assets in foreign securities. | | | Fund Profile |
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