|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
552.68M |
| Category: |
Mid-Cap Growth |
| Total Expense Ratio: |
1.16% |
|
| PERFORMANCE & RISK | 31-Oct-09
| YTD Return: |
53.15% |
| 5y Avg Return: |
2.87% |
| Rank in Category (ytd): |
8 |
| % Rank in Category (ytd): |
0.94% |
| Beta (3y): |
1.32 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks to provide shareholders with growth of capital. The fund invests at least 80% of assets in the common stocks of mid-capitalization companies. The advisor defines mid-cap companies as those whose market capitalization falls within the range of the companies that comprise the Russell Midcap(R) Growth index. It may choose to continue to hold a stock even if the company's market capitalization grows beyond the largest market capitalization of a company within the index falls below the market capitalization of the smallest company within the index. |
|
| Fund Profile |
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