| | | Morningstar Overall Rating: |  | | Total Assets: | 130.85M | | Category: | Small Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 78.79% | | 5y Avg Return: | -0.08% | | Rank in Category (ytd): | 3 | | % Rank in Category (ytd): | 0.83% | | Beta (3y): | 1.58 | | 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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