| No headlines available for IASAX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 9.79M | | Category: | Small Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 27.21% | | 5y Avg Return: | 2.73% | | Rank in Category (ytd): | 90 | | % Rank in Category (ytd): | 24.93% | | Beta (3y): | 1.05 | | Morningstar Risk Rating: | Below average |
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| The investment seeks long-term capital growth; income is a secondary objective. The portfolio normally invests at least 80% of net assets in equity securities of small-mid-capitalization companies whose market capitalizations are within the range of the custom Russell 2800 index. It may invest up to 20% of assets in companies outside this range. The portfolio may also lend portfolio securities on a short-term or long-term basis, up to 33 1/3% of assets. | | | Fund Profile |
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