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| | | Morningstar Overall Rating: |  | | Total Assets: | 35.93M | | Category: | Small Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 33.66% | | 5y Avg Return: | -0.66% | | Rank in Category (ytd): | 68 | | % Rank in Category (ytd): | 18.84% | | Beta (3y): | 1.10 | | Morningstar Risk Rating: | Above average |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of investments (including borrowings for investment purposes) in equity securities, primarily common stocks, of U.S. companies with market capitalizations of less than $2 billion. | | | Fund Profile |
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