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|
| Morningstar Overall Rating: |
 |
| Total Assets: |
4.42M |
| Category: |
Small Growth |
| Total Expense Ratio: |
1.85% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-5.27% |
| 5y Avg Return: |
-0.28% |
| Rank in Category (ytd): |
0 |
| % Rank in Category (ytd): |
0% |
| Beta (3y): |
1.22 |
| Morningstar Risk Rating: |
High |
|
| The investment seeks capital appreciation. The fund normally invests at least 80% of net assets in stocks of micro capitalization issuers which has a market capitalization less than or equal to $600 million or within the range of companies represented in the lower 50% of the Russell 2000 Growth index. It invests across numerous industry sectors with no industry sector representing more than 25% of the value of the portfolio. |
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| Fund Profile |
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