| No headlines available for SVFDX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 1.56M | | Category: | Small Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 24.32% | | 5y Avg Return: | 4.97% | | Rank in Category (ytd): | 223 | | % Rank in Category (ytd): | 33.94% | | Beta (3y): | 1.08 | | Morningstar Risk Rating: | Below average |
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| The fund seeks long-term capital appreciation. The fund normally invests at least 80% of assets in common stock of small companies that the advisor believes are undervalued. It invests in foreign securities (including depositary receipts) listed in the United States on a national securities exchange. The fund may also invest in common stocks of medium-sized and large companies, and convertible and non-convertible fixed-income and preferred equity securities. It may invest up to 20% of net assets in convertible securities rated below investment grade and may invest up to 5% of net assets in non-convertible fixed-income securities rated below investment grade. | | | Fund Profile |
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