Morningstar Rating (Relative to Category)01-31-17 
 Morningstar ReturnMorningstar RiskMorningstar RatingTM
3-YearHighAverage4 stars
5-YearAbove AverageAverage4 stars
10-YearHighAverage5 stars
OverallHighAverage5 stars
Morningstar Category: Mid-Cap BlendClick here to see our Methodology
 Volatility Measurements Trailing 3-Yr through 01-31-17 
Standard Deviation12.29 Sharpe Ratio0.85
Mean11.14 
 Modern Portfolio Theory StatisticsTrailing 3-Yr through 01-31-17 
 Standard Index
S&P 500 TR USD
Best Fit Index
 
R-Squared7796
Beta1.030.82
Alpha-0.622.98
S&P 500 index data: S&P 500 Copyright © 2010
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