|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
50.43M |
| Category: |
Small Blend |
| Total Expense Ratio: |
1.35% |
|
| PERFORMANCE & RISK | 31-Oct-09
| YTD Return: |
29.76% |
| 5y Avg Return: |
-1.00% |
| Rank in Category (ytd): |
89 |
| % Rank in Category (ytd): |
13.88% |
| Beta (3y): |
1.29 |
| 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(R) index. |
|
| Fund Profile |
|
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