|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
8.14M |
| Category: |
Mid-Cap Growth |
| Total Expense Ratio: |
1.52% |
|
| PERFORMANCE & RISK | 31-Oct-09
| YTD Return: |
14.68% |
| 5y Avg Return: |
-3.25% |
| Rank in Category (ytd): |
729 |
| % Rank in Category (ytd): |
85.97% |
| Beta (3y): |
1.18 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities issued by companies having a significant business presence in the Rocky Mountain Region consisting of Colorado, Arizona, Idaho, Montana, Nevada, New Mexico, Utah and Wyoming. These securities includes common stocks, preferred stock and convertible fixed-income securities. The management follows a combination of value and growth disciplines in investing. |
|
| Fund Profile |
|
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