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| | | Morningstar Overall Rating: |  | | Total Assets: | 19.72M | | Category: | Mid-Cap Growth | | Total Expense Ratio: | 1.15% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 19.22% | | 5y Avg Return: | 2.73% | | Rank in Category (ytd): | 610 | | % Rank in Category (ytd): | 71.93% | | Beta (3y): | 1.08 | | Morningstar Risk Rating: | Average |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in stocks of mid-cap domestic companies. The fund may purchase securities of companies in initial public offerings or shortly thereafter. It invests in growth and value stocks, which are chosen through a disciplined investment process that combines computer modeling techniques, fundamental analysis and risk management. The funds investment process is designed to provide investors with investment exposure to sector weightings and risk characteristics generally similar to those of the S&P Midcap 400 index. | | | Fund Profile |
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