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| | | Morningstar Overall Rating: |  | | Total Assets: | 125.97M | | Category: | Mid-Cap Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 27.70% | | 5y Avg Return: | 1.58% | | Rank in Category (ytd): | 202 | | % Rank in Category (ytd): | 44.89% | | Beta (3y): | 1.14 | | Morningstar Risk Rating: | Above average |
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| The investment seeks to offer long-term capital growth by approximating the performance of the Dow Jones Wilshire 4500 Completion index. The fund normally invests at least 90% of net assets in a sampling of stocks that is selected and weighted to seek to result in investment characteristics comparable to those of the Dow Jones Wilshire 4500 Completion index and performance that correlates with the performance of that index. | | | Fund Profile |
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