| | | Morningstar Overall Rating: | N/A | | Total Assets: | 1.88M | | Category: | Small Value | | Total Expense Ratio: | 1.32% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 46.59% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 19 | | % Rank in Category (ytd): | 4.87% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks long-term total return. The fund invests primarily in equity securities, principally common stocks, of small- and mid-capitalization companies. We define small- and mid-cap companies as those with market capitalizations that fall within the range of the Russell 2500TM value index. | | | Fund Profile |
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