| | | Morningstar Overall Rating: |  | | Total Assets: | 20.63M | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 24.66% | | 5y Avg Return: | 0.28% | | Rank in Category (ytd): | 1472 | | % Rank in Category (ytd): | 80.97% | | Beta (3y): | 0.86 | | Morningstar Risk Rating: | Below average |
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| The investment seeks capital growth. The fund invests principally in common and preferred stocks, securities convertible into common stocks, and rights and warrants. It invests primarily in stocks of companies that Smith Asset Management Group, LP , the Fund's Money Manager, selects for their potential contribution to the long-term growth of capital, utilizing Smith Group's bottom-up stock selection process, while maintaining an overall risk level similar to the S&P 500/Citigroup Growth Index. | | | Fund Profile |
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