Morningstar Rating (Relative to Category)08-31-14 
 Morningstar ReturnMorningstar RiskMorningstar RatingTM
3-YearAverageAverage3 stars
5-YearAbove AverageAverage4 stars
10-YearAbove AverageAverage5 stars
OverallAbove AverageAverage4 stars
Morningstar Category: Mid-Cap BlendClick here to see our Methodology
 Volatility Measurements Trailing 3-Yr through 09-30-14 
Standard Deviation13.35 Sharpe Ratio1.58
Mean23.30 
 Modern Portfolio Theory StatisticsTrailing 3-Yr through 09-30-14 
 Standard Index
S&P 500 TR USD
Best Fit Index
 
R-Squared87100
Beta1.181.00
Alpha-4.01-0.08
S&P 500 index data: S&P 500 Copyright © 2010
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