|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
17.76M |
| Category: |
Small Value |
| Total Expense Ratio: |
1.37% |
|
| PERFORMANCE & RISK | 31-Oct-09
| YTD Return: |
48.49% |
| 5y Avg Return: |
-2.94% |
| Rank in Category (ytd): |
7 |
| % Rank in Category (ytd): |
1.79% |
| Beta (3y): |
1.46 |
| Morningstar Risk Rating: |
High |
|
| The investment seeks capital appreciation. The fund normally invests at least 80% of assets plus borrowings for investment purposes in common stocks of small-capitalization U.S. companies. Small-cap companies are considered to be those with market capitalizations of $3 billion or less. |
|
| Fund Profile |
|
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