Morningstar Rating (Relative to Category)11-30-16 
 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 11-30-16 
Standard Deviation12.44 Sharpe Ratio0.76
Mean10.09 
 Modern Portfolio Theory StatisticsTrailing 3-Yr through 11-30-16 
 Standard Index
S&P 500 TR USD
Best Fit Index
 
R-Squared7896
Beta1.020.82
Alpha0.223.07
S&P 500 index data: S&P 500 Copyright © 2010
Show Data Definitions  |  Feedback  |  Permissions/Reprints  |  Ticker Lookup
Content Partners