| | | Morningstar Overall Rating: |  | | Total Assets: | 11.44M | | Category: | Small Growth | | Total Expense Ratio: | 2.78% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 7.41% | | 5y Avg Return: | -1.48% | | Rank in Category (ytd): | 734 | | % Rank in Category (ytd): | 92.91% | | Beta (3y): | 1.04 | | Morningstar Risk Rating: | Average |
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| The investment seeks capital appreciation. The fund typically invests at least 80% of net assets in the common stock of smaller, lesser-known companies whose stocks are traded in the U.S. markets. It normally invests in companies that are in an early stage or transitional point in their development and have above average prospects for growth. Smaller companies are defined as those with market capitalizations no greater than $3.0 billion at the time of their purchase. | | | Fund Profile |
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