| | | Morningstar Overall Rating: |  | | Total Assets: | 3.29B | | Category: | Small Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 28.53% | | 5y Avg Return: | 2.49% | | Rank in Category (ytd): | 151 | | % Rank in Category (ytd): | 22.98% | | Beta (3y): | 1.17 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term growth of capital. The fund normally invests at least 65% of assets in the equities of small- and micro-cap companies. The fund typically invests in companies with market capitalizations up to $2.5 billion. The fund may invest up to 25% of assets in the securities of foreign issuers. The advisor selects securities that it believes are trading significantly below its estimate of their current worth, basing this assessment chiefly on balance sheet quality and cash flow levels. | | | Fund Profile
- PENNX Prospectus
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