| | | Morningstar Overall Rating: |  | | Total Assets: | 6.74M | | Category: | Small Blend | | Total Expense Ratio: | 1.94% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 13.31% | | 5y Avg Return: | -23.03% | | Rank in Category (ytd): | 307 | | % Rank in Category (ytd): | 47.89% | | Beta (3y): | 2.91 | | Morningstar Risk Rating: | High |
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| The investment seeks monthly investment returns that correspond to 200% of the performance of the Russell 2000 index. The fund normally invests at least 80% of assets in the equity securities that comprise the Russell 2000 index and/or financial instruments that, in combination, provide leveraged exposure to the index. It creates long positions. The fund may hold U.S. government securities and repurchase agreements to collateralize these futures and options contracts and swap agreements. It is nondiversified. | | | Fund Profile |
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