|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
2.16B |
| Category: |
Mid-Cap Blend |
| Total Expense Ratio: |
1.12% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
-1.40% |
| 5y Avg Return: |
10.77% |
| Rank in Category (ytd): |
286 |
| % Rank in Category (ytd): |
57.89% |
| Beta (3y): |
1.01 |
| Morningstar Risk Rating: |
Below average |
|
| The investment seeks long-term capital appreciation. The fund normally invests in the stocks of medium-sized companies with market capitalizations generally between $2.5 and $15 billion. It seeks socially responsible, undervalued companies; in particular, seeking to invest in companies that do not derive their primary revenue from the production or sale of tobacco products, the generation of nuclear energy, or the manufacture of handguns. It may invest up to 10% of their respective assets in securities of such companies. |
|
| Fund Profile |
|
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