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| | | Morningstar Overall Rating: |  | | Total Assets: | 320.00K | | Category: | Mid-Cap Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 7.22% | | 5y Avg Return: | -2.76% | | Rank in Category (ytd): | 802 | | % Rank in Category (ytd): | 96.98% | | Beta (3y): | 0.94 | | Morningstar Risk Rating: | Below average |
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| The investment seeks growth of capital by attempting to outperform the S&P Mid Cap 400 index. The fund normally invests at least 80% of assets in common stocks of mid-sized companies within the market capitalizations included in the S&P Mid Cap index. It selects stocks that it believes are undervalued, and have the potential for future earnings growth. The fund contains anywhere from approximately 40 to 120 of the most attractive stocks ranked by the model. | | | Fund Profile |
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