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| | | Morningstar Overall Rating: |  | | Total Assets: | 129.21M | | Category: | Small Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 19.89% | | 5y Avg Return: | 2.07% | | Rank in Category (ytd): | 613 | | % Rank in Category (ytd): | 77.99% | | Beta (3y): | 0.95 | | Morningstar Risk Rating: | Low |
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| The investment seeks long-term growth. The fund primarily invests in common stocks of domestic corporations with small- and medium-sized capitalizations having growth potential. It generally considers companies with market capitalizations up to $2 billion as "small," between $2 billion and $10 billion as "medium," and greater than $10 billion as "large." To a lesser extent, the fund may invest in companies with large market capitalizations. | | | Fund Profile |
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