|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
2.60B |
| Category: |
Mid-Cap Blend |
| Total Expense Ratio: |
1.77% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
-3.58% |
| 5y Avg Return: |
14.46% |
| Rank in Category (ytd): |
469 |
| % Rank in Category (ytd): |
94.94% |
| Beta (3y): |
1.42 |
| Morningstar Risk Rating: |
High |
|
| The investment seeks capital appreciation. The fund primarily invests in equity securities, and securities convertible into equity securities of companies in mid-cap market capitalization similar to companies in the Russell Midcap index or the S&P Midcap 400. It may invest up to 35% of assets in debt securities rated below investment grade. |
|
| Fund Profile |
|
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