|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
3.44B |
| Category: |
Mid-Cap Blend |
| Total Expense Ratio: |
1.03% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
-1.70% |
| 5y Avg Return: |
11.32% |
| Rank in Category (ytd): |
469 |
| % Rank in Category (ytd): |
94.94% |
| Beta (3y): |
1.00 |
| Morningstar Risk Rating: |
Below average |
|
| The investment seeks long-term capital appreciation. The fund invests primarily in the stocks of smaller companies with market capitalizations generally between $1 and $5 billion. It typically contains no more than 50 stocks and seeks socially responsible, undervalued companies; in particular, the fund seeks those whose primary source of revenue is not derived from the production or sale of tobacco products, the generation of nuclear energy, or the manufacturing of handguns. It may invest up to 10% of their respective assets in securities of such companies. |
|
| Fund Profile |
|
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