| | | Morningstar Overall Rating: |  | | Total Assets: | 128.03M | | Category: | Mid-Cap Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 37.22% | | 5y Avg Return: | 1.96% | | Rank in Category (ytd): | 173 | | % Rank in Category (ytd): | 20.92% | | Beta (3y): | 1.19 | | Morningstar Risk Rating: | |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in common stocks and other equity securities of U.S. companies with medium market capitalizations which advisor believes have strong earnings-growth potential. The fund invests in securities of companies that are diversified across economic sectors, and attempts to maintain sector concentrations that approximate those of the Midcap Growth index. | | | Fund Profile |
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