|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
116.50M |
| Category: |
Mid-Cap Growth |
| Total Expense Ratio: |
1.08% |
|
| PERFORMANCE & RISK | 31-Oct-09
| YTD Return: |
20.82% |
| 5y Avg Return: |
2.97% |
| Rank in Category (ytd): |
0 |
| % Rank in Category (ytd): |
0% |
| Beta (3y): |
1.13 |
| Morningstar Risk Rating: |
|
|
| The investment seeks capital appreciation. The fund primarily invests in common stocks of mid-sized growth companies. It considers a mid-sized company as one having a market capitalization of $1.5 billion to $12 billion. The fund purchases stocks in businesses that the management believes could double in value in four years after purchase. |
|
| Fund Profile |
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