|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
117.10M |
| Category: |
Mid-Cap Growth |
| Total Expense Ratio: |
2.02% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-3.26% |
| 5y Avg Return: |
4.35% |
| Rank in Category (ytd): |
51 |
| % Rank in Category (ytd): |
5.95% |
| Beta (3y): |
1.03 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks long-term tax-efficient capital appreciation. The fund normally invests at least 65% of assets in domestic equities. It may emphasize investments in technology, healthcare, specialty retailing, oil services, industrial, media/leisure/cable/entertainment and business and consumer services. The fund is nondiversified. |
|
| Fund Profile |
|
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