|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
5.22B |
| Category: |
Mid-Cap Value |
| Total Expense Ratio: |
1.21% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-3.95% |
| 5y Avg Return: |
5.74% |
| Rank in Category (ytd): |
362 |
| % Rank in Category (ytd): |
81.9% |
| Beta (3y): |
1.11 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks maximum long-term capital growth. The fund invests primarily in U.S. companies and, under normal market conditions, the fund invests no less than 80% of net assets in the common stocks of medium-sized companies with a market capitalization greater than the market capitalization of the smallest company in the Russell Mid-cap Index and less than three times the weighted average market capitalization of companies in that index. The maximum investment in any single industry is 25% of net assets and no more than 5% may be invested in securities of a single issuer. |
|
| Fund Profile |
|
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0.19 (1.11%) 
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