Morningstar Rating (Relative to Category)08-31-16 
 Morningstar ReturnMorningstar RiskMorningstar RatingTM
3-YearHighAverage4 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 08-31-16 
Standard Deviation11.90 Sharpe Ratio0.96
Mean12.12 
 Modern Portfolio Theory StatisticsTrailing 3-Yr through 08-31-16 
 Standard Index
S&P 500 TR USD
Best Fit Index
 
R-Squared7897
Beta0.971.00
Alpha-0.34-0.11
S&P 500 index data: S&P 500 Copyright © 2010
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