| No headlines available for SWMSX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 303.30M | | Category: | Small Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 20.20% | | 5y Avg Return: | -0.40% | | Rank in Category (ytd): | 597 | | % Rank in Category (ytd): | 75.95% | | Beta (3y): | 1.06 | | Morningstar Risk Rating: | Below average |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in equity securities of companies with small market capitalizations or investments with similar economic characteristics, such as futures. Companies with small market capitalizations generally are those with market capitalizations of $2.5 billion or less but may include companies with market capitalizations of up to $5 billion so long as the purchase of those securities would not cause the average weighted market capitalization of the fund to exceed $3 billion. | | | Fund Profile |
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