|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
2.63M |
| Category: |
Mid-Cap Growth |
| Total Expense Ratio: |
1.06% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-3.91% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
85 |
| % Rank in Category (ytd): |
9.92% |
| Beta (3y): |
1.21 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks long-term growth of capital. The fund normally invests at least 80% of net assets in equity securities and other securities with equity characteristics of U.S. mid-capitalization or mid-cap companies, as determined at the time of purchase. It generally invests in securities of companies within a market capitalization range of companies within the Russell Mid-cap index. The fund invests in securities of 40 to 70 companies. |
|
| Fund Profile |
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