| No headlines available for SPMAX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 2.33M | | Category: | Mid-Cap Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 25.53% | | 5y Avg Return: | 1.31% | | Rank in Category (ytd): | 346 | | % Rank in Category (ytd): | 76.89% | | Beta (3y): | 1.01 | | Morningstar Risk Rating: | Below average |
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| The investment seeks long-term capital appreciation. The fund invests at least 80% of total assets in equity securities of U.S companies that have a total market capitalization of between $1 billion and $15 billion at the time of purchase including common stocks, preferred stocks, securities convertible into common stocks and warrants. The Portfolio may also invest in equity securities of foreign companies. | | | Fund Profile |
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