| | | Morningstar Overall Rating: |  | | Total Assets: | 680.80M | | Category: | Mid-Cap Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 34.79% | | 5y Avg Return: | 5.16% | | Rank in Category (ytd): | 363 | | % Rank in Category (ytd): | 43.89% | | Beta (3y): | 1.09 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in common stock of small- and medium-capitalization companies which we define as those with market capitalizations falling within the ranges of the Russell 2000 index and the Russell Midcap index. It invests up to 25% of total assets in equities of foreign issuers, including ADRs and similar investments. | | | Fund Profile |
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