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| | | Morningstar Overall Rating: |  | | Total Assets: | 35.56M | | Category: | Small Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 18.98% | | 5y Avg Return: | 2.35% | | Rank in Category (ytd): | 223 | | % Rank in Category (ytd): | 61.77% | | Beta (3y): | 1.08 | | Morningstar Risk Rating: | Below average |
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| The investment seeks above-average capital appreciation. The fund normally invests at least 80% of investable assets in common stocks of small companies which are those companies with market capitalizations comparable to those in the Russell 2000 Value index. It may invest in stocks undervalued with an above average potential to increase in price. | | | Fund Profile |
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