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|
| Morningstar Overall Rating: |
 |
| Total Assets: |
63.06M |
| Category: |
Small Growth |
| Total Expense Ratio: |
0.94% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-4.86% |
| 5y Avg Return: |
-3.02% |
| Rank in Category (ytd): |
581 |
| % Rank in Category (ytd): |
72% |
| Beta (3y): |
1.10 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks long-term total return of capital, primarily through capital appreciation. The fund will normally invests more than 80% of net assets in stocks from among those in the small-cap growth category. It defines small stocks as those companies smaller than the largest 500 U.S. companies as measured by market capitalization. The median company size in the fund was $559.33 million. |
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| Fund Profile |
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