| No headlines available for MXXVX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 40.80M | | Category: | Mid-Cap Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 40.97% | | 5y Avg Return: | -5.24% | | Rank in Category (ytd): | 90 | | % Rank in Category (ytd): | 20% | | Beta (3y): | 1.19 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term capital appreciation; income is a secondary consideration. The fund invests primarily in common stocks and convertible securities. The advisor blends growth and value investment strategies in the security selection process. It invests in companies of any size. The fund may invest up to 25% of total assets in a single security the advisor believes to be exceptionally promising. It is nondiversified. | | | Fund Profile |
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