| | | Morningstar Overall Rating: |  | | Total Assets: | 1.05B | | Category: | Small Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 20.20% | | 5y Avg Return: | 2.27% | | Rank in Category (ytd): | 613 | | % Rank in Category (ytd): | 77.99% | | Beta (3y): | 0.99 | | Morningstar Risk Rating: | Low |
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| The investment seeks growth of capital. The fund invests at least 80% of net assets in small-capitalization companies which have market capitalizations of less than $3 billion. It may invest up to 25% of the assets in securities within a single industry. For portfolio construction purposes, the fund uses the S&P Small-Cap 600 index as a sector-weighting guide. It attempts to be well-balanced across major economic sectors. | | | Fund Profile |
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