|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
2.62B |
| Category: |
Small Growth |
| Total Expense Ratio: |
1.32% |
|
| PERFORMANCE & RISK | 31-Oct-09
| YTD Return: |
22.13% |
| 5y Avg Return: |
2.31% |
| Rank in Category (ytd): |
347 |
| % Rank in Category (ytd): |
43.92% |
| Beta (3y): |
1.08 |
| Morningstar Risk Rating: |
Below average |
|
| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities of small-sized companies. A small-sized company is defined as having a market value of under $2.5 billion at the time of purchase. The Adviser seeks to purchase securities that the Adviser expects could increase in value 50% within two years. |
|
| Fund Profile |
|
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