Morningstar Rating (Relative to Category)01-31-10 
 Morningstar ReturnMorningstar RiskMorningstar RatingTM
3-YearAbove AverageAbove Average4 stars
5-YearHighAbove Average4 stars
10-YearHighAbove Average5 stars
OverallHighAbove Average5 stars
Morningstar Category: Moderate AllocationClick here to see our Methodology
 Volatility Measurements Trailing 3-Yr through 01-31-10 | *Trailing 5-Yr through 01-31-10 
Standard Deviation16.99 Sharpe Ratio-0.05
Mean1.20 Bear Market Decile Rank*2
 Modern Portfolio Theory StatisticsTrailing 3-Yr through 01-31-10 
 Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Morningstar Mid Cap TR USD
R-Squared9394
Beta1.230.67
Alpha0.023.15
S&P 500 index data: S&P 500 Copyright © 2009
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