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Dec 18: 4.88  Up 0.02 (0.41%)  

MEMBERS Mid Cap Growth B (MERBX)

MEMBERS MIDAP GROWTH FUND CLASS

Net Asset Value:4.88
Trade Time:Dec 18
Change:Up 0.02 (0.41%)
Prev Close:4.86
YTD Return*:38.30%
Net Assets*:4.20M
Yield*:N/A

* As of 30-Nov-09

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Fund Basics

Morningstar Overall Rating:
Total Assets:4.20M
Category:Mid-Cap Growth
Total Expense Ratio:%

Performance & Risk

YTD Return:38.30%
5y Avg Return:-0.47%
Rank in Category (ytd):215
% Rank in Category (ytd):26%
Beta (3y):1.26
Morningstar Risk Rating:Above average

Fund Summary

The investment seeks long-term capital appreciation. The fund invests generally in common stocks, securities convertible into common stocks and related equity securities of mid-size and smaller companies(generally a market capitalization of less than $15 billion or the largest companies in the Russell Mid-cap Growth index if greater), maintaining at least 80% of assets in such mid cap securities. It may invest up to 25% of assets in foreign securities, including emerging market securities. The fund may also invest in warrants, preferred stocks, debt securities and ETFs. View More

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