| | | Morningstar Overall Rating: |  | | Total Assets: | 189.98M | | Category: | Mid-Cap Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 28.26% | | 5y Avg Return: | 1.93% | | Rank in Category (ytd): | 487 | | % Rank in Category (ytd): | 58.89% | | Beta (3y): | 1.10 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term capital appreciation. The fund primarily invests at least 80% of net assets in stocks of small, medium capitalization companies with market capitalizations at the time of purchase equal to or lower than the company with the largest market capitalization in the Russell Midcap (Reg. TM) index that offer attractive opportunities for growth. It may invest in up to 25% of assets in foreign securities through ADRs and similar investments. | | | Fund Profile |
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