|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
664.89M |
| Category: |
Small Growth |
| Total Expense Ratio: |
1.24% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-7.11% |
| 5y Avg Return: |
7.75% |
| Rank in Category (ytd): |
774 |
| % Rank in Category (ytd): |
95.91% |
| Beta (3y): |
1.04 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in equities issued by companies with total operating revenues of $250 million or less. The Advisor seeks to build a portfolio of exceptional small companies with the wherewithal to become exceptional large companies. While the fund is managed in a benchmark agnostic manner, the Fund is commonly compared to the Russell 2000 Growth and Russell 2000 Indices. |
|
| Fund Profile |
|
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