|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
60.86M |
| Category: |
Small Value |
| Total Expense Ratio: |
1.26% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
-18.97% |
| 5y Avg Return: |
13.76% |
| Rank in Category (ytd): |
429 |
| % Rank in Category (ytd): |
97.95% |
| Beta (3y): |
1.41 |
| 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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