|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
31.76M |
| Category: |
Small Blend |
| Total Expense Ratio: |
1.65% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-3.16% |
| 5y Avg Return: |
0.33% |
| Rank in Category (ytd): |
377 |
| % Rank in Category (ytd): |
54.96% |
| Beta (3y): |
1.13 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks capital growth. The fund normally invests at least 80% of assets in equity securities of small-cap companies and invests primarily in equity securities of small-cap companies that the portfolio managers believe are undervalued by the market but have solid growth prospects. It defines a small-cap company as one with a market capitalization within the capitalization range of the Russell 2000 index. |
|
| Fund Profile |
|
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