| | | Morningstar Overall Rating: |  | | Total Assets: | 1.38B | | Category: | Mid-Cap Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 74.03% | | 5y Avg Return: | -5.27% | | Rank in Category (ytd): | 4 | | % Rank in Category (ytd): | 0.95% | | Beta (3y): | 1.78 | | Morningstar Risk Rating: | High |
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| The investment seeks long-term growth of capital. The fund primarily invests securities, derivatives and other financial instruments that offer the opportunity for long-term growth of capital. It may also invest in the common stock of foreign issuers and in other U.S. and foreign securities, convertible securities, debt securities, futures, options, derivatives and other instruments. The fund may borrow up to 10% of assets for leveraging. It is nondiversified. | | | Fund Profile |
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