|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
216.12M |
| Category: |
Small Value |
| Total Expense Ratio: |
1.47% |
|
| PERFORMANCE & RISK | 31-Oct-09
| YTD Return: |
15.35% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
269 |
| % Rank in Category (ytd): |
68.97% |
| Beta (3y): |
0.94 |
| Morningstar Risk Rating: |
Low |
|
| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in common stocks and other equity securities of small-cap companies that the subadviser believes are undervalued. It may also invest in mid-cap stocks, REITs, convertible securities and foreign securities. The portfolio managers employ a value-driven, bottom-up fundamental approach. |
|
| Fund Profile |
|
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