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| | | Morningstar Overall Rating: |  | | Total Assets: | 8.46M | | Category: | Small Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 21.41% | | 5y Avg Return: | 1.87% | | Rank in Category (ytd): | 315 | | % Rank in Category (ytd): | 47.95% | | Beta (3y): | 0.93 | | Morningstar Risk Rating: | Below average |
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| The investment seeks long-term growth of capital. The fund primarily invest in common stocks of smaller companies that have a new product or service, are in a position to benefit from some change in the economy, industry transformation, new law, new regulation or new technology. It may invest in stocks of companies with mid or large market caps. While the Fund invests primarily in securities that are traded in the U.S., it may also invest in securities that are traded in foreign markets. | | | Fund Profile |
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