| | | Morningstar Overall Rating: |  | | Total Assets: | 2.18M | | Category: | Small Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 31.00% | | 5y Avg Return: | -0.59% | | Rank in Category (ytd): | 172 | | % Rank in Category (ytd): | 21.88% | | Beta (3y): | 1.14 | | Morningstar Risk Rating: | Average |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in stocks small capitalization issuers with market capitalizations between $200 million and $2.5 billion or within the range of the companies represented in the Russell 2000 Growth index. It invests across numerous industry sectors with no industry sector representing more than 25% of the value of the portfolio. | | | Fund Profile |
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