Morningstar Rating (Relative to Category)10-31-09 
 Morningstar ReturnMorningstar RiskMorningstar RatingTM
3-YearAbove AverageHigh4 stars
5-YearAbove AverageAbove Average3 stars
10-YearHighAbove Average5 stars
OverallAbove AverageAbove Average4 stars
Morningstar Category: Large BlendClick here to see our Methodology
 Volatility Measurements Trailing 3-Yr through 10-31-09 | *Trailing 5-Yr through 10-31-09 
Standard Deviation23.15 Sharpe Ratio-0.15
Mean-1.08 Bear Market Decile Rank*5
 Modern Portfolio Theory StatisticsTrailing 3-Yr through 10-31-09 
 Standard Index
S&P 500 TR
Best Fit Index
Morningstar Services TR
R-Squared9295
Beta1.141.04
Alpha5.328.97
S&P 500 index data: S&P 500 Copyright © 2009
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