| | | Morningstar Overall Rating: |  | | Total Assets: | 103.31M | | Category: | Small Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 35.12% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 105 | | % Rank in Category (ytd): | 15.98% | | Beta (3y): | 1.21 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term growth of capital. The fund invests primarily in the stock of companies with market capitalizations under $3 billion at the time of initial purchase. It invests in stocks that are undervalued and must also have good prospects for long-term growth and an identifiable catalyst that could move the stock higher in the succeeding 12 months. | | | Fund Profile |
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