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|
| Morningstar Overall Rating: |
 |
| Total Assets: |
117.98M |
| Category: |
Mid-Cap Blend |
| Total Expense Ratio: |
1.27% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-4.32% |
| 5y Avg Return: |
4.47% |
| Rank in Category (ytd): |
408 |
| % Rank in Category (ytd): |
83.95% |
| Beta (3y): |
0.98 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks long-term growth of capital. The Fund invests in mid-cap growth-oriented stocks by utilizing a highly disciplined, quantitative formula known as the Focus 30 Formula(R). It selects companies with between $1 billion and $10 billion in market value, and excludes American Depositary Receipts, or "ADRs". |
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| Fund Profile |
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