| | | Morningstar Overall Rating: | N/A | | Total Assets: | 42.56M | | Category: | Small Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 15.51% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 288 | | % Rank in Category (ytd): | 79.78% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks to provide long-term capital appreciation. The fund normally invests at least 80% of assets in common stocks and other equity securities of small- and mid-cap companies with market capitalizations of less than $6 billion at the time of acquisition that the portfolio managers believe are undervalued. It may also invest in common stock of companies with market capitalizations that exceed $6 billion, REITs, convertible securities and foreign securities. The portfolio managers then employ a value-driven, bottom-up fundamental approach. | | | Fund Profile |
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