|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
225.79M |
| Category: |
Small Growth |
| Total Expense Ratio: |
1.16% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
0.30% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
613 |
| % Rank in Category (ytd): |
73.94% |
| Beta (3y): |
1.37 |
| Morningstar Risk Rating: |
Below average |
|
| The investment seeks long-term capital appreciation. The fund typically invests at least 80% of assets in securities issued by small cap companies. It primarily invests in a diversified portfolio of publicly traded small cap U.S. equity securities that possess both value and growth characteristics. The fund considers a small cap company to be one that has a market capitalization of between $27 million and $5 billion at the time of purchase. |
|
| Fund Profile |
|
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