|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
3.29B |
| Category: |
Mid-Cap Growth |
| Total Expense Ratio: |
1.97% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-4.08% |
| 5y Avg Return: |
2.65% |
| Rank in Category (ytd): |
265 |
| % Rank in Category (ytd): |
30.92% |
| Beta (3y): |
0.99 |
| Morningstar Risk Rating: |
Below average |
|
| The investment seeks capital appreciation. The fund primarily invests in common stocks of small and medium-size companies. To select investments, the advisor evaluates a company's growth prospects, the economic outlook for its industry, new-product development, management, security value, and financial characteristics. It may invest up to 30% of assets in foreign securities. |
|
| Fund Profile |
|
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