|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
103.68M |
| Category: |
Small Blend |
| Total Expense Ratio: |
1.59% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
5.84% |
| 5y Avg Return: |
17.08% |
| Rank in Category (ytd): |
90 |
| % Rank in Category (ytd): |
13.95% |
| Beta (3y): |
1.13 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in companies that, at the time of purchase, have market capitalizations within the capitalization range of the Russell 2000 index. It invests in small capitalization companies with a focus on absolute return and may invest in companies with larger capitalizations. |
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| Fund Profile |
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