|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
238.70M |
| Category: |
Small Value |
| Total Expense Ratio: |
1.26% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
4.73% |
| 5y Avg Return: |
16.72% |
| Rank in Category (ytd): |
280 |
| % Rank in Category (ytd): |
63.93% |
| Beta (3y): |
1.21 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks long-term capital appreciation and current income. The fund invests primarily in a limited number (generally 40 to 60) of equity securities of smaller companies selected on a value basis. It generally invests in dividend paying common stocks and may also invest, to a limited extent, in preferred stocks and convertible securities, which may provide income to the fund. The fund primarily invests in companies with market capitalizations between $300 million and $3 billion at the time of purchase. |
|
| Fund Profile |
|
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