|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
4.86B |
| Category: |
Mid-Cap Growth |
| Total Expense Ratio: |
1.08% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
21.80% |
| 5y Avg Return: |
18.14% |
| Rank in Category (ytd): |
908 |
| % Rank in Category (ytd): |
93.9% |
| Beta (3y): |
1.28 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks long-term capital appreciation; current income is a secondary consideration. The fund primarily invests in common stocks of well-established companies that have proven records of profitability and strong earnings momentum. These stocks are likely to be issues of smaller, lesser-known companies moving from a lower to a higher market share within their industry group. The fund may also invest in stocks of larger and better-researched companies. |
|
| Fund Profile |
|
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