|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
370.00K |
| Category: |
Small Growth |
| Total Expense Ratio: |
1.20% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-3.70% |
| 5y Avg Return: |
1.96% |
| Rank in Category (ytd): |
112 |
| % Rank in Category (ytd): |
13.88% |
| Beta (3y): |
1.31 |
| Morningstar Risk Rating: |
High |
|
| The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of companies that have the potential for high earnings growth. It considers small-cap companies to be those which generally represent the smallest 25% in terms of market capitalization of U.S. equity securities listed on a national securities exchange or NASDAQ. The fund invests at least 80% of assets in equity securities of small-cap companies. It also invests no more than 20% of assets in debt securities of corporate and government issuers. |
|
| Fund Profile |
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