|
|
| Morningstar Overall Rating: |
N/A |
| Total Assets: |
13.02M |
| Category: |
Mid-Cap Growth |
| Total Expense Ratio: |
2.25% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
22.12% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
9 |
| % Rank in Category (ytd): |
0.93% |
| Beta (3y): |
|
| Morningstar Risk Rating: |
|
|
| The investment seeks capital appreciation, and as a secondary goal, to manage volatility and market risk. The fund invests primarily in equity securities of domestically traded companies that the adviser believes have above-average potential to appreciate in value. The companies may be of any capitalization range. It may invest in common stocks, exchange traded funds (ETFs) and closed-end funds. The fund is nondiversified. |
|
| Fund Profile |
|
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