| | | Morningstar Overall Rating: |  | | Total Assets: | 120.13M | | Category: | Small Value | | Total Expense Ratio: | 1.33% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 12.77% | | 5y Avg Return: | 0.79% | | Rank in Category (ytd): | 288 | | % Rank in Category (ytd): | 73.85% | | Beta (3y): | 1.17 | | Morningstar Risk Rating: | Average |
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| The investment seeks to achieve long-term capital appreciation; current income is a secondary consideration The fund invests at least 80% of total value of net assets in equity securities. It may also invest in investment grade and/or high yield bonds. The fund may invest up to 20% of total assets in fixed income securities, including fixed income securities with convertible features. It invests primarily in securities issued by domestic entities. The fund is nondiversified. | | | Fund Profile |
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