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| | | Morningstar Overall Rating: |  | | Total Assets: | 1.85M | | Category: | Small Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 24.45% | | 5y Avg Return: | -0.70% | | Rank in Category (ytd): | 361 | | % Rank in Category (ytd): | 45.93% | | Beta (3y): | 1.16 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term capital appreciation. The fund may engage in short sales transactions on securities in order to take advantage of an anticipated decline in the security's price or to hedge against its potential price volatility. It normally invests at least 80% of the value of net assets in equity securities of small-cap companies. The fund may also invest a limited percentage of assets in foreign securities and fixed-income securities. | | | Fund Profile |
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