| | | Morningstar Overall Rating: |  | | Total Assets: | 20.89M | | Category: | Mid-Cap Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 23.87% | | 5y Avg Return: | 6.51% | | Rank in Category (ytd): | 628 | | % Rank in Category (ytd): | 75.94% | | Beta (3y): | 0.88 | | Morningstar Risk Rating: | Low |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 65% of total assets in equity securities of domestic issuers. Although the it may invest in companies of all sizes, its investment strategy may often lead it to invest in smaller companies. The fund may focus on healthcare, technology, business and consumer services, media, communications, financial and energy company stocks. It is nondiversified. | | | Fund Profile |
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