|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
52.67M |
| Category: |
Small Blend |
| Total Expense Ratio: |
1.35% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-3.61% |
| 5y Avg Return: |
-0.76% |
| Rank in Category (ytd): |
583 |
| % Rank in Category (ytd): |
84.99% |
| Beta (3y): |
1.28 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets of the portfolio (including borrowings for investment purposes) in the stocks of U.S. companies with market capitalizations under $2.0 billion ("Small Cap Stocks") that the adviser believes are likely to appreciate more than the Russell 2000 index. |
|
| Fund Profile |
|
Help
0.21 (1.47%) 
Summary
Add BOGLX to Portfolio 
Download Data
