| | | Morningstar Overall Rating: |  | | Total Assets: | 129.08M | | Category: | Small Value | | Total Expense Ratio: | 1.44% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 70.02% | | 5y Avg Return: | -0.32% | | Rank in Category (ytd): | 3 | | % Rank in Category (ytd): | 0.77% | | Beta (3y): | 1.61 | | Morningstar Risk Rating: | High |
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| The investment seeks long-term capital appreciation. The fund invests primarily in domestic common stocks that are believed to be undervalued based on a company's book value, revenue, cash flow. It may invest in securities issued by companies of any market capitalization, including small companies. The fund may invest up to 100% of portfolio in small companies. It may also invest up to 15% of assets in foreign securities. | | | Fund Profile |
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