| | | Morningstar Overall Rating: |  | | Total Assets: | 12.22M | | Category: | Small Growth | | Total Expense Ratio: | 2.03% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 61.53% | | 5y Avg Return: | 2.83% | | Rank in Category (ytd): | 7 | | % Rank in Category (ytd): | 0.89% | | Beta (3y): | 1.12 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in domestic companies with market capitalizations of under $500 million at the time of purchase. Due to investment considerations, it will close to new investors when it reaches $100 million in total assets. However, the Trustees may determine to reopen the fund at a later date. The fund seeks growth opportunities by investing in companies that it believes will appreciate in value. | | | Fund Profile |
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