| | | Morningstar Overall Rating: |  | | Total Assets: | 208.41M | | Category: | Mid-Cap Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 40.59% | | 5y Avg Return: | 4.23% | | Rank in Category (ytd): | 124 | | % Rank in Category (ytd): | 14.99% | | Beta (3y): | 1.15 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of net assets (plus the amount of any borrowing for investment purposes) in mid-sized company stocks. It focuses mainly on stocks of mid-sized U.S. companies which have market capitalizations similar to those companies included in widely known mid-cap indices such as the Russell Mid-cap Growth index or the S&P Mid-Cap 400/Citigroup Growth index at the time of the investment. | | | Fund Profile |
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