| | | Morningstar Overall Rating: |  | | Total Assets: | 8.68M | | Category: | Small Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 52.75% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 7 | | % Rank in Category (ytd): | 0.89% | | Beta (3y): | 1.29 | | Morningstar Risk Rating: | High |
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| The investment seeks long-term capital growth. The fund primarily invests in U.S. common stocks, and to lesser extent, foreign common stocks. It would invest in small-capitalization companies whose market capitalization are less than $3 billion at the time of acquisition, but may also invest a smaller portion in large capitalization companies. The adviser utilizes a combined approach of "top-down" analysis and "bottom-up" stock selection. | | | Fund Profile |
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