|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
132.82M |
| Category: |
Small Blend |
| Total Expense Ratio: |
0.92% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-4.24% |
| 5y Avg Return: |
-0.99% |
| Rank in Category (ytd): |
631 |
| % Rank in Category (ytd): |
91.98% |
| Beta (3y): |
1.26 |
| Morningstar Risk Rating: |
High |
|
| The investment seeks to provide long-term total return of capital, primarily through capital appreciation. The fund typically invests at least 80% of assets in small-cap value stocks. It defines small-cap stocks as companies smaller than the largest 500 companies in the U.S. |
|
| Fund Profile |
|
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