|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
3.56B |
| Category: |
Mid-Cap Growth |
| Total Expense Ratio: |
1.24% |
|
| PERFORMANCE & RISK | 31-Oct-09
| YTD Return: |
36.10% |
| 5y Avg Return: |
3.85% |
| Rank in Category (ytd): |
110 |
| % Rank in Category (ytd): |
12.97% |
| Beta (3y): |
1.19 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks maximum long-term capital growth. The fund invests primarily in U.S. companies and 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 and less than three times the weighted average market cap of companies in the Russell-Mid cap 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. It invests 10% in the securities of non-U.S. companies, but only if the securities are purchased and sold on a U.S. exchange. |
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| Fund Profile |
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