| | | Morningstar Overall Rating: |  | | Total Assets: | 242.90M | | Category: | Small Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 24.88% | | 5y Avg Return: | 0.46% | | Rank in Category (ytd): | 345 | | % Rank in Category (ytd): | 43.89% | | Beta (3y): | 1.14 | | Morningstar Risk Rating: | Above average |
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| The investment seeks capital appreciation. The fund invests primarily 80% of net assets in common stocks and other equity securities of U.S. companies with small market capitalizations. It invests in securities of companies that are diversified across economic sectors, and will attempt to maintain sector concentrations that approximate those of the 2000 Growth index. | | | Fund Profile |
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