| | | Morningstar Overall Rating: |  | | Total Assets: | 208.91M | | Category: | Small Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 44.62% | | 5y Avg Return: | -1.32% | | Rank in Category (ytd): | 39 | | % Rank in Category (ytd): | 5.94% | | Beta (3y): | 1.28 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term growth of capital. Income is a secondary objective, but only when consistent with long-term growth of capital. The fund invests primarily in small companies.It invests at least 80% of assets in the equity securities of small companies with market capitalizations of less than $2.5 billion. It may invest up to 20% of assets in securities issued by foreign companies in developed or emerging markets. The fund may also invest in growth companies. | | | Fund Profile |
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