| | | Morningstar Overall Rating: | N/A | | Total Assets: | 6.41M | | Category: | Mid-Cap Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 19.09% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 386 | | % Rank in Category (ytd): | 91.9% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks long-term capital growth. The fund normally invests at least 80% of net assets (plus any borrowings for investment purposes) in equity securities of mid-cap companies with value characteristics. Mid-cap companies are those companies with market capitalizations similar to the companies in the Russell Mid-Cap Value index. It may invest in equity asset including common and preferred stocks. | | | Fund Profile |
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