40.16 
0.37(0.93%) Jun 18
| Prev Close: | 40.16 |
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| YTD Return*: | 6.51% |
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| Net Assets*: | 121.62M |
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| Yield*: | N/A |
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* As of 28-Feb-13
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Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 121.62M |
| Category: | Mid-Cap Growth |
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| Annual Report Expense Ratio (net): | 1.82% |
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Performance & Risk
| YTD Return: | 6.51% |
| 5y Avg Return: | 6.85% |
| Rank in Category (ytd): | 66 |
| % Rank in Category (ytd): | 9.09% |
| Beta (3y): | 1.35 |
| Morningstar Risk Rating: | 4 |
Fund Summary
The investment seeks long-term, tax-efficient capital appreciation.
The fund normally invests at least 65% of its total assets in equity securities of domestic issuers listed on a nationally recognized securities exchange or traded on the NASDAQ System. It invests, in general, in stocks from a variety of industries included in the healthcare, technology, specialty retailing, oil services and industrial, media/leisure/cable/entertainment and business and consumer services sectors. The fund is non-diversified.
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