| No headlines available for WHGSX. |
| | | Morningstar Overall Rating: | N/A | | Total Assets: | 25.10M | | Category: | Small Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 12.06% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 611 | | % Rank in Category (ytd): | 93% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks long term capital appreciation. The fund invests at least 80% of net assets plus borrowings for investment purposes, in equity securities of small-cap companies with market capitalizations between $100 million and $2 billion at the time of purchase. The equity securities in which it invests are primarily common stocks, but may also include shares of ETFs, REITs, royalty trusts, and MLPs. It may also invest in foreign securities and American Depository Receipts. The fund invests in approximately 50-70 securities, which are well diversified among market sectors. | | | Fund Profile |
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