| | | Morningstar Overall Rating: |  | | Total Assets: | 12.66M | | Category: | Mid-Cap Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 25.61% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 529 | | % Rank in Category (ytd): | 63.97% | | Beta (3y): | 1.25 | | Morningstar Risk Rating: | High |
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| The investment seeks long term capital growth. The fund invests primarily in publicly-traded securities including common stocks, preferred stocks, stock warrants and rights and convertible securities. It may invest in other types of securities, such as cash or cash equivalents. The fund may invest up to 15% of total assets in foreign securities traded on the United States market. It is nondiversified. | | | Fund Profile |
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