| No headlines available for SSCBX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 25.95M | | Category: | Small Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 27.10% | | 5y Avg Return: | -1.19% | | Rank in Category (ytd): | 144 | | % Rank in Category (ytd): | 21.92% | | Beta (3y): | 1.34 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term capital appreciation. The fund invests at least 80% of net assets in the common stock of "value" companies with smaller market capitalizations ($3 billion or less) at the time of purchase. It generally holds a small number of securities because the investment manager believes doing so allows it to adhere to its disciplined value investment approach. The fund may invest up to 15% of net assets in illiquid securities (i.e., securities that cannot be readily sold) and may invest up to 25% of net assets in foreign investments. It also invests up to 10% of assets in exchange-traded funds (?ETFs?). | | | Fund Profile |
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