| | | Morningstar Overall Rating: |  | | Total Assets: | 42.53M | | Category: | Mid-Cap Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 27.93% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 537 | | % Rank in Category (ytd): | 64.93% | | Beta (3y): | 0.96 | | Morningstar Risk Rating: | Low |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of net assets in small or mid-cap companies located in the United States. The adviser currently considers a company to be a small or mid cap company if the company has a market capitalization of between $750 million and $9 billion. It may also invest in equity securities of micro-cap companies or larger companies. | | | Fund Profile |
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