| | | Morningstar Overall Rating: |  | | Total Assets: | 920.47M | | Category: | Mid-Cap Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 16.91% | | 5y Avg Return: | 1.67% | | Rank in Category (ytd): | 423 | | % Rank in Category (ytd): | 94% | | Beta (3y): | 0.91 | | Morningstar Risk Rating: | Below average |
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| The investment seeks long-term growth of capital. The fund normally invests at least 65% of total assets in common stocks and equity-related securities (such as convertible debt securities and warrants). It may invest up to 35% of total assets in fixed income securities, including high yield bonds. The fund may invest up to 10% of its total assets in securities rated below Ca by Moody?s or C by S&P, or unrated but comparable quality. It does not typically invest more than 25% of total assets in securities of foreign companies. | | | Fund Profile |
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