|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
3.70B |
| Category: |
Mid-Cap Blend |
| Total Expense Ratio: |
1.09% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
12.73% |
| 5y Avg Return: |
19.60% |
| Rank in Category (ytd): |
291 |
| % Rank in Category (ytd): |
58.91% |
| Beta (3y): |
1.23 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in a limited number of equity securities with market capitalizations between $500 million and $2.5 billion. It looks for companies that have excellent business strengths and/or prospects for growth, high internal rates of return and low leverage, and that are trading significantly below estimates of their current worth. The fund may invest up to 25% of assets in the securities of foreign issuers. |
|
| Fund Profile |
|
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