| | | Morningstar Overall Rating: |  | | Total Assets: | 702.25M | | Category: | Small Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 17.42% | | 5y Avg Return: | 0.07% | | Rank in Category (ytd): | 628 | | % Rank in Category (ytd): | 79.9% | | Beta (3y): | 0.99 | | Morningstar Risk Rating: | Average |
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| The investment seeks capital appreciation. The fund invests primarily in common stocks of U.S. companies that the portfolio manager believes have favorable growth prospects. It currently emphasizes stocks of issuers that have a market capitalization of less than $3 billion at the time of purchase. While these stocks may be traded on stock exchanges, in many cases the fund buys over-the-counter securities. | | | Fund Profile |
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