| | | Morningstar Overall Rating: |  | | Total Assets: | 216.12M | | Category: | Small Value | | Total Expense Ratio: | 1.47% |
|
| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 15.35% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 269 | | % Rank in Category (ytd): | 68.97% | | Beta (3y): | 0.94 | | Morningstar Risk Rating: | Low |
|
| 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 |
|
Help
0.03 (0.29%) 
Summary
Add ARSVX to Portfolio 
Download Data
