|
|
| Morningstar Overall Rating: |
N/A |
| Total Assets: |
37.90M |
| Category: |
Mid-Cap Growth |
| Total Expense Ratio: |
1.35% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-4.18% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
188 |
| % Rank in Category (ytd): |
21.94% |
| Beta (3y): |
|
| Morningstar Risk Rating: |
|
|
| The investment seeks capital appreciation. The fund invests for the long term primarily in securities of small- and mid-sized U.S.growth companies. A small-sized growth company is defined as one having a market capitalization of less than $2.5 billion at the time of purchase. A mid-sized growth company is defined as one having a market capitalization of $2.5 billion to $10 billion at the time of purchase. Because of its long-term approach, the fund could have a significant percentage of assets invested in securities that have appreciated beyond their original market cap ranges. It is non diversified. |
|
| Fund Profile |
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