| | | Morningstar Overall Rating: |  | | Total Assets: | 183.26M | | Category: | Small Growth | | Total Expense Ratio: | 1.20% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 44.28% | | 5y Avg Return: | 7.56% | | Rank in Category (ytd): | 15 | | % Rank in Category (ytd): | 1.9% | | Beta (3y): | 1.20 | | Morningstar Risk Rating: | High |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in common stocks and convertibles of issuers with market caps within the capitalization range of the companies comprising the Russell 2000 Growth index. It may invest in convertible and nonconvertible debt rated below investment-grade. The fund is nondiversified. | | | Fund Profile |
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