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| | | Morningstar Overall Rating: | N/A | | Total Assets: | 280.48M | | Category: | Mid-Cap Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 29.82% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 168 | | % Rank in Category (ytd): | 40% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks to long-term growth from dividend income and capital appreciation. The fund normally invests common stocks of mid-capitalization U.S. companies that present attractive investment opportunities at favorable prices in relation to intrinsic worth of the issuer. It generally invests in stocks typically with market capitalizations that fall within the range of companies in the Russell MidCap Value index. | | | Fund Profile |
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