|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
152.40M |
| Category: |
Mid-Cap Growth |
| Total Expense Ratio: |
1.50% |
|
| PERFORMANCE & RISK | 31-Oct-09
| YTD Return: |
41.43% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
59 |
| % Rank in Category (ytd): |
6.96% |
| Beta (3y): |
1.16 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least 80% of net assets in small and mid-cap issuers with public stock market capitalizations within the range of the market capitalization of companies constituting the Russell 2500 Growth index. If the market capitalization of a company held by the fund moves outside this range, it may, but is not required to, sell the securities. It may invest up to 20% of its Net Assets in fixed-income securities, such as government, corporate and bank debt obligations. |
|
| Fund Profile |
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