| | | Morningstar Overall Rating: |  | | Total Assets: | 172.26M | | Category: | Mid-Cap Blend | | Total Expense Ratio: | 1.37% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 24.20% | | 5y Avg Return: | 6.59% | | Rank in Category (ytd): | 198 | | % Rank in Category (ytd): | 42.95% | | Beta (3y): | 0.87 | | Morningstar Risk Rating: | Low |
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| The investment seeks capital appreciation; income is secondary. The fund invests primarily in undervalued common stocks of mid-capitalization companies that having a market value between $2 billion and $10 billion. It invests in securities of companies with both larger and smaller market capitalizations, but expects the median market capitalization of the fund to be in the mid capitalization range. | | | Fund Profile |
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