| | | Morningstar Overall Rating: |  | | Total Assets: | 65.19M | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 41.12% | | 5y Avg Return: | 0.79% | | Rank in Category (ytd): | 236 | | % Rank in Category (ytd): | 12.98% | | Beta (3y): | 1.07 | | Morningstar Risk Rating: | Above average |
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| The investment seeks capital growth. The fund normally invests the majority of assets in equity securities issued by medium and small companies with market capitalizations of less than $20 billion. It has the flexibility to invest a limited portion of assets in companies of any size, to invest in companies whose shares may be subject to controversy, to invest in foreign securities, and to invest in non-equity securities. | | | Fund Profile |
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