| | | Morningstar Overall Rating: | N/A | | Total Assets: | 9.64M | | Category: | Mid-Cap Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 40.78% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 81 | | % Rank in Category (ytd): | 18% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks long-term growth through capital appreciation. The fund normally invests at least 80% of net assets in a diversified portfolio of common stocks of medium-sized companies. It invests in common stocks that possess most of the following characteristics: strong market positions, high barriers to entry and other competitive or technological advantages, high returns on equity and assets, good growth prospects, strong management, and relatively low debt burdens. The fund also invests in equity securities of companies which have above-average potential for earnings and dividend growth. | | | Fund Profile |
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