|
|
| Morningstar Overall Rating: |
N/A |
| Total Assets: |
51.04M |
| Category: |
Small Value |
| Total Expense Ratio: |
1.52% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-1.48% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
34 |
| % Rank in Category (ytd): |
8.85% |
| Beta (3y): |
|
| Morningstar Risk Rating: |
|
|
| The investment seeks to provide long-term capital appreciation. The fund normally invests at least 80% of assets in common stocks and other equity securities of small- and mid-cap companies with market capitalizations of less than $6 billion at the time of acquisition that the portfolio managers believe are undervalued. It may also invest in common stock of companies with market capitalizations that exceed $6 billion, REITs, convertible securities and foreign securities. The portfolio managers then employ a value-driven, bottom-up fundamental approach. |
|
| Fund Profile |
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