| | | Morningstar Overall Rating: |  | | Total Assets: | 712.70M | | Category: | Small Value | | Total Expense Ratio: | 1.27% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 16.63% | | 5y Avg Return: | 4.42% | | Rank in Category (ytd): | 230 | | % Rank in Category (ytd): | 58.97% | | Beta (3y): | 0.90 | | Morningstar Risk Rating: | Low |
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| The investment seeks long-term capital appreciation and current income. The fund invests primarily in a limited number (generally 30 to 60) of equity securities of small companies selected on a value basis. It generally invests in dividend paying common stocks and may also invest, to a limited extent, in preferred stocks and convertible securities, which may provide income to the fund. The fund primarily invests in companies with market capitalizations between $250 million and $4 billion at the time of purchase. | | | Fund Profile |
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