| | | Morningstar Overall Rating: |  | | Total Assets: | 1.38B | | Category: | Mid-Cap Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 30.20% | | 5y Avg Return: | 2.86% | | Rank in Category (ytd): | 512 | | % Rank in Category (ytd): | 61.91% | | Beta (3y): | 0.93 | | Morningstar Risk Rating: | Low |
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| The investment seeks long-term growth of capital. The fund invests primarily in a diversified portfolio of publicly traded common stocks of U.S. companies. It may invest in securities of companies with any capitalization across a broad range of industries. The fund may also invest in debt and equity-related securities, bonds rated A or better by Moody's, and securities of foreign companies (denominated in U.S. dollars or foreign currencies), including emerging-market companies. It may invest up to 25% of total assets in securities of foreign companies. | | | Fund Profile |
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