| | | Morningstar Overall Rating: |  | | Total Assets: | 8.14M | | Category: | Mid-Cap Growth | | Total Expense Ratio: | 1.52% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 14.68% | | 5y Avg Return: | -3.25% | | Rank in Category (ytd): | 729 | | % Rank in Category (ytd): | 85.97% | | Beta (3y): | 1.18 | | Morningstar Risk Rating: | Average |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities issued by companies having a significant business presence in the Rocky Mountain Region consisting of Colorado, Arizona, Idaho, Montana, Nevada, New Mexico, Utah and Wyoming. These securities includes common stocks, preferred stock and convertible fixed-income securities. The management follows a combination of value and growth disciplines in investing. | | | Fund Profile |
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