| | | Morningstar Overall Rating: |  | | Total Assets: | 1.34B | | Category: | Mid-Cap Growth | | Total Expense Ratio: | 1.01% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 22.71% | | 5y Avg Return: | 8.67% | | Rank in Category (ytd): | 525 | | % Rank in Category (ytd): | 61.91% | | Beta (3y): | 1.12 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term capital growth. The fund primarily invests in companies with earnings and revenues that are growing at an accelerating pace. It normally invests in companies that are medium-sized or smaller at the time of purchase, although it may purchase companies of any size. The fund typically invests in common stocks, but can purchase other types of securities such as preferred stocks, non-leveraged stock index futures contracts and options, and debt securities. | | | Fund Profile |
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