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For Terms and Definitions, please click here.
Opinions expressed are subject to change, are not guaranteed and should not be considered investment advice.
As of December 31, 2011 the standardized performance for the Russell Midcap Index is as follows: 1-Year -1.55%, and Since Inception (03/31/08) 3.27%. The Russell Midcap Index measures the performance of the 800 smallest companies in the Russell 1000 Index based on total market capitalization. You cannot invest directly in an index.
The Earnings Growth Rate is not a forecast of the fund’s future performance. Earnings growth for a Fund holding does not guarantee a corresponding increase in the market value of the holding or the Fund.
Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted. Performance data current to the most recent calendar quarter-end and month-end may be obtained by clicking the links.
As of December 31, 2011 the Morningstar Category Average Return for Mid-Cap Blend Funds is as follows: 1-Year -3.81%, 5-Year 0.46% and 10-Year 5.62%. Each Morningstar average represents a universe of funds with similar investment objectives. You cannot invest directly in an index.
© [2012] Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
2011 Commentaries
December 31, 2011
September 30, 2011
June 30, 2011
March 31, 2011
2010 Commentaries
December 31, 2010
September 30, 2010
June 30, 2010
March 31, 2010
2009 Commentaries
December 31, 2009
September 30, 2009
June 30, 2009
March 31, 2009
Mutual fund investing involves risk. Principal loss is possible. Mid cap companies tend to have limited liquidity and greater volatility than large-capitalization companies.
For Fund holdings information, please refer to the Fund Calendar Quarter Holdings section of this website. Securities and sectors mentioned are not recommendations to buy or sell any security and are subject to change at anytime.
Current and future portfolio holdings are subject to risk.