| | | Morningstar Overall Rating: |  | | Total Assets: | 174.94M | | Category: | Mid-Cap Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 28.00% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 256 | | % Rank in Category (ytd): | 56.89% | | Beta (3y): | 1.01 | | Morningstar Risk Rating: | Below average |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in equity securities of small- and mid-cap companies with market capitalization between $500 million and $10 billion. The equity securities in which the fund will invest will be primarily common stocks, but may also include shares of ETFs. It generally invests in securities of domestic companies, but may also invest in foreign securities and ADRs. The fund invests in approximately 40-60 securities. | | | Fund Profile |
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