| No headlines available for SPWIX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 3.85M | | Category: | Small Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 26.56% | | 5y Avg Return: | -4.38% | | Rank in Category (ytd): | 306 | | % Rank in Category (ytd): | 38.93% | | Beta (3y): | 1.24 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term 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. It may also invest in more-established companies judged to have strong capital-appreciation potential because of their relative market position, anticipated earnings growth, changes in management, or similar opportunities. | | | Fund Profile |
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