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| | | Morningstar Overall Rating: | N/A | | Total Assets: | 309.08M | | Category: | Small Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 40.35% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 45 | | % Rank in Category (ytd): | 6.85% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks investment results that correspond generally to the price and yield of the FTSE RAFI U.S. Mid-Small 1500 index. The fund may invest at least 90% of net assets in stocks that are included in the FTSE RAFI U.S. Mid-Small 1500 index. The fund may use an "indexing" investment approach, which attempts to replicate, before expenses, the performance of the Index by purchasing a basket of securities that compose the Index. It also may invest in futures contracts and lend its securities to minimize the gap in performance that exists between any index fund and its corresponding index. | | | Fund Profile |
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