| No headlines available for SMBOX. |
| | | Morningstar Overall Rating: | N/A | | Total Assets: | 1.86M | | Category: | Mid-Cap Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 20.00% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 336 | | % Rank in Category (ytd): | 80% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks to achieve long-term capital appreciation; current income is a secondary consideration. The fund normally invests at least 80% of net assets in a diversified portfolio of domestic equity securities of small- and mid-cap companies. The Adviser defines small- and mid-cap companies as companies with market capitalizations between $100 million and $8 billion at the time of purchase. | | | Fund Profile |
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