| | | Morningstar Overall Rating: |  | | Total Assets: | 80.93M | | Category: | Small Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 41.83% | | 5y Avg Return: | -1.42% | | Rank in Category (ytd): | 55 | | % Rank in Category (ytd): | 7% | | Beta (3y): | 1.26 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term growth of capital. The fund invests primarily in the securities of small and mid-sized U.S. companies, although the managers have limited flexibility to invest in the securities of foreign companies. It may invest a small portion of assets in stocks of companies based outside of the United States. | | | Fund Profile |
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