| | | Morningstar Overall Rating: |  | | Total Assets: | 11.29M | | Category: | Small Growth | | Total Expense Ratio: | 1.52% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 50.89% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 15 | | % Rank in Category (ytd): | 1.9% | | Beta (3y): | 1.40 | | Morningstar Risk Rating: | High |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of net assets in equity securities and other securities with equity characteristics of U.S. small-capitalization or small-cap companies, as determined at the time of purchase. It generally invests in securities of companies within a market capitalization range of companies within the Russell 2000 index. The fund invests in securities of 40 to 70 companies. | | | Fund Profile |
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