| No headlines available for LZMOX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 70.61M | | Category: | Mid-Cap Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 33.38% | | 5y Avg Return: | 0.57% | | Rank in Category (ytd): | 130 | | % Rank in Category (ytd): | 30.95% | | Beta (3y): | 1.09 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities of medium-sized U.S. companies with market capitalizations in the range of companies included in the Russell Mid-cap index. It may invest up to 20% of assets in the equity securities of larger capitalization companies. The fund may invest up to 15% of assets in non-U.S. equity securities. It may also engage in foreign currency transactions and lending portfolio securities. | | | Fund Profile |
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