|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
53.75M |
| Category: |
Mid-Cap Blend |
| Total Expense Ratio: |
1.39% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-3.40% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
330 |
| % Rank in Category (ytd): |
67.9% |
| Beta (3y): |
1.36 |
| Morningstar Risk Rating: |
High |
|
| The investment seeks capital appreciation. The fund normally invest at least 80% of net assets plus the amount of any borrowings for investment purposes in common stocks and other equity type securities (including preferred stock, convertible debt securities and warrants) of mid-size market cap companies, which is currently defined as between $2.5 billion and $10 billion. |
|
| Fund Profile |
|
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