| | | Morningstar Overall Rating: | N/A | | Total Assets: | 2.01M | | Category: | Small Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 56.83% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 10 | | % Rank in Category (ytd): | 2.77% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks long-term total return. The fund intends to invest substantially all, but must invest at least 80% of net assets, plus borrowings for investment purposes, in a diversified portfolio of equity securities of small cap companies. The manager defines small cap companies as those with market capitalizations that fall within the range of the Russell 2000 index. | | | Fund Profile |
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