| No headlines available for SVFDX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 1.51M | | Category: | Small Value | | Total Expense Ratio: | 1.00% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 21.14% | | 5y Avg Return: | 6.06% | | Rank in Category (ytd): | 120 | | % Rank in Category (ytd): | 30.77% | | Beta (3y): | 1.11 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equities issued by small companies within a capitalization range of $100 million to $2 billion. It may invest in foreign securities that are listed in the United States on a national securities exchange. The fund may invest up to 20% of assets in common stocks of medium-sized and large companies, and convertible and non-convertible fixed-income and preferred equity securities. | | | Fund Profile |
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