| | | Morningstar Overall Rating: |  | | Total Assets: | 1.11B | | Category: | Small Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 36.38% | | 5y Avg Return: | 0.94% | | Rank in Category (ytd): | 61 | | % Rank in Category (ytd): | 16.9% | | Beta (3y): | 1.17 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of companies with market capitalizations of less than $1.5 billion selected on a value basis, and may invest a significant portion of its assets in micro-capitalization companies, i.e., those with market capitalizations of less than $300 million at the time of purchase. | | | Fund Profile |
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