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| | | Morningstar Overall Rating: | N/A | | Total Assets: | 2.87M | | Category: | Mid-Cap Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 25.75% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 342 | | % Rank in Category (ytd): | 76% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks long-term capital appreciation. The fund normally invest primarily in companies that, at the time of purchase, have a market capitalization either within the capitalization range of the Russell Midcap Value Index, an unmanaged index that measures the performance of companies with lower price-to-book ratios and lower forecasted growth values within the broader Russell Midcap Index, or is $15 billion or less. It does not have any market capitalization limits and may invest in companies with smaller or larger capitalizations. | | | Fund Profile |
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