| | | Morningstar Overall Rating: |  | | Total Assets: | 234.81M | | Category: | Small Blend | | Total Expense Ratio: | 1.34% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 18.01% | | 5y Avg Return: | 2.69% | | Rank in Category (ytd): | 282 | | % Rank in Category (ytd): | 43.99% | | Beta (3y): | 1.09 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in a blended portfolio of growth and value stocks of small-cap companies. The portfolio manager seeks opportunities across the growth/value spectrum, resulting in what is generally considered a ?core? portfolio. The investment process focuses on bottom-up stock selection with the goal of identifying companies that possess a sustainable competitive advantage combined with an attractive valuation. It may also invest in REITs, foreign securities, convertible bonds, securities outside the small-cap range and cash-equivalent securities. | | | Fund Profile |
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