| | | Morningstar Overall Rating: |  | | Total Assets: | 233.95M | | Category: | Small Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 38.14% | | 5y Avg Return: | -2.36% | | Rank in Category (ytd): | 70 | | % Rank in Category (ytd): | 8.91% | | Beta (3y): | 1.51 | | Morningstar Risk Rating: | High |
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| The investment seeks long-term capital growth. The fund normally invests 80% of net assets (plus any borrowings for investment purposes) in equity securities of environmentally sustainable companies. It may invest in any industry sector, but tends to focus on certain environmentally-oriented investment themes. The fund may invest in companies of any size capitalization. It intends to invest a significant portion of assets in domestic small-capitalization companies. | | | Fund Profile |
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