| | | Morningstar Overall Rating: |  | | Total Assets: | 319.64M | | Category: | Small Growth | | Total Expense Ratio: | 1.17% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 36.47% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 63 | | % Rank in Category (ytd): | 7.97% | | Beta (3y): | 1.12 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term growth of capital. The fund invests primarily in common stocks selected for their growth potential. It invests in equity securities of small- and medium-sized companies. Generally, small- and medium-sized companies have a market capitalization of less than $10 billion. The fund may invest in foreign equity and debt securities, which may include investments in emerging markets. | | | Fund Profile |
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