| | | Morningstar Overall Rating: |  | | Total Assets: | 52.26M | | Category: | Small Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 35.22% | | 5y Avg Return: | -1.65% | | Rank in Category (ytd): | 78 | | % Rank in Category (ytd): | 11.87% | | Beta (3y): | 1.27 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets of the portfolio (including borrowings for investment purposes) in the stocks of U.S. companies with market capitalizations under $2.0 billion ("Small Cap Stocks") that the adviser believes are likely to appreciate more than the Russell 2000(R) index. | | | Fund Profile |
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