Morningstar Rating (Relative to Category)06-30-15 
 Morningstar ReturnMorningstar RiskMorningstar RatingTM
3-YearAverageAverage3 stars
5-YearAbove AverageAverage4 stars
10-YearAbove AverageAverage4 stars
OverallAbove AverageAverage4 stars
Morningstar Category: Mid-Cap BlendClick here to see our Methodology
 Volatility Measurements Trailing 3-Yr through 06-30-15 
Standard Deviation10.25 Sharpe Ratio1.71
Mean19.08 
 Modern Portfolio Theory StatisticsTrailing 3-Yr through 06-30-15 
 Standard Index
S&P 500 TR USD
Best Fit Index
 
R-Squared7496
Beta1.031.05
Alpha0.69-1.93
S&P 500 index data: S&P 500 Copyright © 2010
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