| | | Morningstar Overall Rating: |  | | Total Assets: | 256.85M | | Category: | Mid-Cap Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 20.51% | | 5y Avg Return: | 1.52% | | Rank in Category (ytd): | 369 | | % Rank in Category (ytd): | 82% | | Beta (3y): | 0.88 | | Morningstar Risk Rating: | Below average |
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| The investment seeks long-term capital appreciation. The fund invests at least 65% of total net assets in small-capitalization companies that having a market capitalization of $2 billion or less. It invests a limited degree in companies that have larger market capitalizations. | | | Fund Profile |
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