| | | Morningstar Overall Rating: |  | | Total Assets: | 971.36M | | Category: | Mid-Cap Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 70.29% | | 5y Avg Return: | -1.41% | | Rank in Category (ytd): | 13 | | % Rank in Category (ytd): | 2.89% | | Beta (3y): | 1.54 | | Morningstar Risk Rating: | High |
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| The investment seeks capital appreciation. The fund invests primarily in equity securities, and securities convertible into equity securities. It may invest the majority of total assets in the securities of companies with market capitalizations similar to companies in the Russell Midcap index or the Standard & Poor's MidCap 400 index. It may invest up to 35% of total assets in debt securities rated below investment-grade. | | | Fund Profile |
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