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|
| Morningstar Overall Rating: |
 |
| Total Assets: |
5.48B |
| Category: |
Mid-Cap Growth |
| Total Expense Ratio: |
1.22% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
21.20% |
| 5y Avg Return: |
16.99% |
| Rank in Category (ytd): |
406 |
| % Rank in Category (ytd): |
41.99% |
| Beta (3y): |
1.27 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks long-term capital growth. The fund invests primarily in U.S. companies and, under normal market conditions, invests no less than 80% in the common stocks of medium-sized companies with market caps greater than the market cap of the smallest company in the Russell Mid cap index and less than three times the weighted average market cap of companies in the Index. The maximum investment in any single industry is 25% and no more than 5% may be invested in securities of a single issuer. The fund tries to maintain a cash position of no more than 5% of assets. |
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| Fund Profile |
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