| | | Morningstar Overall Rating: |  | | Total Assets: | 153.33M | | Category: | Small Growth | | Total Expense Ratio: | 1.17% |
|
| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 17.06% | | 5y Avg Return: | -0.86% | | Rank in Category (ytd): | 568 | | % Rank in Category (ytd): | 71.9% | | Beta (3y): | 1.19 | | Morningstar Risk Rating: | Average |
|
| The investment seeks long-term capital appreciation. The fund typically invests at least 80% of assets in securities issued by small cap companies. It primarily invests in a diversified portfolio of publicly traded small cap U.S. equity securities that possess both value and growth characteristics. The fund considers a small cap company to be one that has a market capitalization at the time of purchase within the range of market capitalizations of companies constituting the Russell 2000 index. | | | Fund Profile |
|
Help
0.10 (1.15%) 
Summary
Add ACRIX to Portfolio 
Download Data
