|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
870.00K |
| Category: |
Mid-Cap Growth |
| Total Expense Ratio: |
2.09% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
6.87% |
| 5y Avg Return: |
13.36% |
| Rank in Category (ytd): |
77 |
| % Rank in Category (ytd): |
7.96% |
| Beta (3y): |
1.31 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks capital growth; income is a secondary consideration. The fund normally invests at least 80% of assets in common stocks of mid-cap companies. Mid-cap companies are defined as those companies included in the Russell Mid-Cap Growth index and companies with similar market capitalizations. It may invest up to 20% of assets in common stocks of large-cap companies, small-cap companies, convertible securities and debt securities that pay interest. The fund seeks to outperform the Russell Mid-Cap Growth index over rolling five-year periods. |
|
| Fund Profile |
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