|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
4.70B |
| Category: |
Small Blend |
| Total Expense Ratio: |
0.94% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
7.70% |
| 5y Avg Return: |
16.80% |
| Rank in Category (ytd): |
122 |
| % Rank in Category (ytd): |
18.91% |
| Beta (3y): |
1.21 |
| Morningstar Risk Rating: |
Below average |
|
| The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in equity securities of companies with small market capitalizations. Management considers companies with market capitalizations similar to those in the Russell 2000 index or S&P SmallCap 600 index. The fund may invest without limit in preferred stocks and investment-grade debt for temporary purposes. |
|
| Fund Profile |
|
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