| | | Morningstar Overall Rating: |  | | Total Assets: | 58.33M | | Category: | Small Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 39.06% | | 5y Avg Return: | -0.89% | | Rank in Category (ytd): | 86 | | % Rank in Category (ytd): | 10.94% | | Beta (3y): | 1.06 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term capital growth. The fund typically invests in a portfolio of small- and mid-capitalization growth-oriented companies. It invests principally in equity securities of companies with market capitalizations of up to 120% of the market capitalization of the largest company included in the Russell 2500 index as of the most recent preceding June 30. | | | Fund Profile |
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