| No headlines available for SMVIX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 6.88M | | Category: | Small Value | | Total Expense Ratio: | % |
|
| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 22.77% | | 5y Avg Return: | -0.22% | | Rank in Category (ytd): | 151 | | % Rank in Category (ytd): | 41.83% | | Beta (3y): | 1.20 | | Morningstar Risk Rating: | Average |
|
| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in equity securities of small companies. It invests primarily in common stocks of U.S. companies with market capitalizations in the range of companies in the Russell 2000 index or the S&P SmallCap 600 index. The fund may invest the balance of assets in investment-grade debt securities and/or in equity securities of larger companies. | | | Fund Profile |
|
Help
0.17 (1.27%) 
Summary
Add SMVIX to Portfolio 
Download Data
