| | | Morningstar Overall Rating: |  | | Total Assets: | 47.40M | | Category: | Small Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 23.29% | | 5y Avg Return: | 0.57% | | Rank in Category (ytd): | 162 | | % Rank in Category (ytd): | 44.88% | | Beta (3y): | 1.38 | | Morningstar Risk Rating: | High |
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| The investment seeks to provide long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities of companies whose stock market capitalizations (share price multiplied by the number of shares outstanding) at time of initial purchase are considered small-cap. A company is considered a small-cap if its market capitalization at the time of purchase is within the capitalization range of companies in the Russell 2000 index during the most recent 12 month period. It is nondiversified. | | | Fund Profile |
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