| No headlines available for MERBX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 4.20M | | Category: | Mid-Cap Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 38.30% | | 5y Avg Return: | -0.47% | | Rank in Category (ytd): | 215 | | % Rank in Category (ytd): | 26% | | Beta (3y): | 1.26 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term capital appreciation. The fund invests generally in common stocks, securities convertible into common stocks and related equity securities of mid-size and smaller companies(generally a market capitalization of less than $15 billion or the largest companies in the Russell Mid-cap Growth index if greater), maintaining at least 80% of assets in such mid cap securities. It may invest up to 25% of assets in foreign securities, including emerging market securities. The fund may also invest in warrants, preferred stocks, debt securities and ETFs. | | | Fund Profile |
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