| | | Morningstar Overall Rating: |  | | Total Assets: | 215.55M | | Category: | Small Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 16.37% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 274 | | % Rank in Category (ytd): | 75.9% | | Beta (3y): | 0.91 | | Morningstar Risk Rating: | Low |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in common stocks and other equity securities of small-cap companies that the subadviser believes are undervalued. It may also invest in mid-cap stocks, REITs, convertible securities and foreign securities. The portfolio managers employ a value-driven, bottom-up fundamental approach. | | | Fund Profile |
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