| | | Morningstar Overall Rating: |  | | Total Assets: | 322.02M | | Category: | Small Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 41.26% | | 5y Avg Return: | 0.99% | | Rank in Category (ytd): | 65 | | % Rank in Category (ytd): | 9.89% | | Beta (3y): | 1.27 | | Morningstar Risk Rating: | High |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of in the common stocks of United States companies with market capitalizations that are below $750 million at the time of initial purchase. It invests in both value-priced and aggressive growth stocks. It invests in both value-priced and aggressive growth stocks. | | | Fund Profile |
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