Morningstar Rating (Relative to Category)01-31-10 
 Morningstar ReturnMorningstar RiskMorningstar RatingTM
3-YearAbove AverageHigh4 stars
5-YearAbove AverageAbove Average4 stars
10-YearHighAbove Average5 stars
OverallAbove AverageAbove Average4 stars
Morningstar Category: Large BlendClick here to see our Methodology
 Volatility Measurements Trailing 3-Yr through 01-31-10 | *Trailing 5-Yr through 01-31-10 
Standard Deviation23.52 Sharpe Ratio-0.14
Mean-1.32 Bear Market Decile Rank*5
 Modern Portfolio Theory StatisticsTrailing 3-Yr through 01-31-10 
 Standard Index
S&P 500 TR
Best Fit Index
Morningstar Mid Value TR USD
R-Squared9295
Beta1.140.88
Alpha5.182.69
S&P 500 index data: S&P 500 Copyright © 2009
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