| No headlines available for PHSVX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 17.67M | | Category: | Small Value | | Total Expense Ratio: | 0.99% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 11.99% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 280 | | % Rank in Category (ytd): | 71.79% | | Beta (3y): | 1.08 | | Morningstar Risk Rating: | Below average |
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| The investment is long-term total investment return through capital appreciation. The fund invests at least 80% of net assets in domestic common stocks and other equity securities (including convertible preferred stocks and warrants) of small cap companies consistent with companies within the Russell 2000 Value index. It invests in a diversified portfolio of small capitalization securities selling at discounts to their fair value as assessed by the investment and research team of the advisor. | | | Fund Profile |
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