|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
50.97M |
| Category: |
Small Growth |
| Total Expense Ratio: |
1.62% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
10.17% |
| 5y Avg Return: |
21.93% |
| Rank in Category (ytd): |
746 |
| % Rank in Category (ytd): |
89.99% |
| Beta (3y): |
1.71 |
| Morningstar Risk Rating: |
High |
|
| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in the securities of very small companies with market capitalizations below $250 million. It concentrates on companies with rapid earnings growth, modest valuations, strong balance sheets, and solid market performance. The fund may also invest in convertible securities, preferred stocks, high-quality fixed-income securities, and foreign securities. |
|
| Fund Profile |
|
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