|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
1.05B |
| Category: |
Mid-Cap Blend |
| Total Expense Ratio: |
1.16% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-2.15% |
| 5y Avg Return: |
5.71% |
| Rank in Category (ytd): |
34 |
| % Rank in Category (ytd): |
7% |
| Beta (3y): |
1.28 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks long-term total return. The fund normally invests at least 80% of assets in mid-cap stocks of companies with an improving revenue and earnings growth outlook. The portfolio manager selects approximately 40 stocks based on bottom-up fundamental analysis, and takes a long-term approach with a focus on maximizing after-tax returns. It may invest in foreign securities. |
|
| Fund Profile |
|
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