| | | Morningstar Overall Rating: |  | | Total Assets: | 58.08M | | Category: | Mid-Cap Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 15.32% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 427 | | % Rank in Category (ytd): | 94.89% | | Beta (3y): | 1.36 | | Morningstar Risk Rating: | High |
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| The investment seeks capital appreciation. The fund normally invest at least 80% of net assets plus the amount of any borrowings for investment purposes in common stocks and other equity type securities (including preferred stock, convertible debt securities and warrants) of mid-size market cap companies, which is currently defined as between $2.5 billion and $10 billion. | | | Fund Profile |
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