|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
336.77M |
| Category: |
Small Growth |
| Total Expense Ratio: |
1.20% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
21.17% |
| 5y Avg Return: |
15.85% |
| Rank in Category (ytd): |
41 |
| % Rank in Category (ytd): |
4.95% |
| Beta (3y): |
1.18 |
| 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 companies that are undervalued in relation to their growth prospects. The fund selects stocks that have the potential for a sustainable revenue stream, adequate resources to maintain a viable product or service market, sufficient profitability to support long-term growth, and management skills and resources necessary for planning long-term growth. The fund may invest the balance in money market instruments and ADRs. |
|
| Fund Profile |
|
Help
0.01 (0.03%) 
Summary
Add BCSIX to Portfolio 
Download Data
