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|
| Morningstar Overall Rating: |
 |
| Total Assets: |
280.31M |
| Category: |
Small Blend |
| Total Expense Ratio: |
1.34% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-3.16% |
| 5y Avg Return: |
3.08% |
| Rank in Category (ytd): |
391 |
| % Rank in Category (ytd): |
57% |
| Beta (3y): |
1.07 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in a blended portfolio of growth and value stocks of small-cap companies. The portfolio manager seeks opportunities across the growth/value spectrum, resulting in what is generally considered a ?core? portfolio. The investment process focuses on bottom-up stock selection with the goal of identifying companies that possess a sustainable competitive advantage combined with an attractive valuation. It may also invest in REITs, foreign securities, convertible bonds, securities outside the small-cap range and cash-equivalent securities. |
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| Fund Profile |
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