| | | Morningstar Overall Rating: |  | | Total Assets: | 314.94M | | Category: | Small Growth | | Total Expense Ratio: | 1.07% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 24.95% | | 5y Avg Return: | 2.01% | | Rank in Category (ytd): | 0 | | % Rank in Category (ytd): | 0% | | Beta (3y): | 1.08 | | Morningstar Risk Rating: | |
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| The investment seeks capital appreciation. The fund invests primarily in common stocks of small-sized growth companies selected for their capital appreciation potential. It considers a small-sized company as one having a market value of under 2.5 billion at the time of purchase. The management seeks to purchase securities that are expected to increase in value 100% in four years and then double again in the following four or five years. | | | Fund Profile |
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