| No headlines available for IBSSX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 443.49M | | Category: | Small Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 27.62% | | 5y Avg Return: | 0.64% | | Rank in Category (ytd): | 322 | | % Rank in Category (ytd): | 40.97% | | Beta (3y): | 1.10 | | Morningstar Risk Rating: | Below average |
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| The investment seeks capital appreciation. The portfolio normally invests at least 80% of total assets in the securities of small-sized growth companies with market capitalizations of under $2.5 billion as measured at the time of purchase. It does not sell positions just because their market values have increased. The portfolio adds to positions in a company even though its market capitalization has increased through appreciation beyond $2.5 billion. It 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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