|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
7.08B |
| Category: |
Small Growth |
| Total Expense Ratio: |
1.31% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
6.59% |
| 5y Avg Return: |
16.77% |
| Rank in Category (ytd): |
33 |
| % Rank in Category (ytd): |
3.98% |
| Beta (3y): |
1.14 |
| Morningstar Risk Rating: |
Low |
|
| The investment seeks capital appreciation. The fund invests primarily in common stocks of smaller growth companies selected for their capital appreciation potential. It considers a small sized company as one having a market value of under 2.5 billion at the time of purchase. The management seeks to purchase securities that are expected to increase in value 100% in four years and then double again in the following four or five years. |
|
| Fund Profile |
|