| | | Morningstar Overall Rating: |  | | Total Assets: | 1.40B | | Category: | Mid-Cap Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 29.82% | | 5y Avg Return: | 1.72% | | Rank in Category (ytd): | 193 | | % Rank in Category (ytd): | 42.89% | | Beta (3y): | 0.98 | | Morningstar Risk Rating: | Below average |
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| The investment seeks to increase the value of investment over the long-term. The fund primarily invests in common stocks of domestic small-, medium- and large-sized companies having growth potential. It generally considers companies with market capitalizations up to $2 billion as "small," between $2 billion and $10 billion as "medium" and greater than $10 billion as "large." The fund looks for established companies with the potential for superior growth in sales and earnings in a diversified group of industries. | | | Fund Profile |
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