| | | Morningstar Overall Rating: |  | | Total Assets: | 34.45M | | Category: | Small Growth | | Total Expense Ratio: | % |
|
| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 24.68% | | 5y Avg Return: | 3.15% | | Rank in Category (ytd): | 424 | | % Rank in Category (ytd): | 53.94% | | Beta (3y): | 1.05 | | Morningstar Risk Rating: | Average |
|
| The investment seeks long-term capital appreciation. The fund invests at least 80% of net assets, plus the amount of any borrowing for investment purposes, in stocks of U.S. small-capitalization companies. It primarily invests in the common and preferred stocks of U.S. small-capitalization companies which range of market capitalizations in the Russell 2000? Index. The fund typically limits its investments in any single company to 5% of the funds total assets. | | | Fund Profile |
|