Morningstar Rating (Relative to Category)06-30-16 
 Morningstar ReturnMorningstar RiskMorningstar RatingTM
3-YearAbove AverageAverage4 stars
5-YearAbove AverageAverage4 stars
10-YearHighAverage4 stars
OverallHighAverage4 stars
Morningstar Category: Mid-Cap BlendClick here to see our Methodology
 Volatility Measurements Trailing 3-Yr through 06-30-16 
Standard Deviation12.43 Sharpe Ratio0.86
Mean11.26 
 Modern Portfolio Theory StatisticsTrailing 3-Yr through 06-30-16 
 Standard Index
S&P 500 TR USD
Best Fit Index
 
R-Squared8097
Beta0.991.01
Alpha-0.82-0.71
S&P 500 index data: S&P 500 Copyright © 2010
Show Data Definitions  |  Feedback  |  Permissions/Reprints  |  Ticker Lookup
Content Partners