| | | Morningstar Overall Rating: |  | | Total Assets: | 356.70M | | Category: | Mid-Cap Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 26.34% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 578 | | % Rank in Category (ytd): | 69.89% | | Beta (3y): | 1.17 | | Morningstar Risk Rating: | Above average |
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| The investment seeks to maximize long-term capital appreciation. The fund primarily invests at least 80% of assets in the common stock of mid-capitalization U.S. companies with prospects of strong earnings growth and attractive overall business fundamentals, selling at reasonable valuations. The fund normally invests in approximately 70 to 150 companies. | | | Fund Profile |
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