|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
22.00M |
| Category: |
Small Blend |
| Total Expense Ratio: |
2.50% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
4.31% |
| 5y Avg Return: |
21.19% |
| Rank in Category (ytd): |
354 |
| % Rank in Category (ytd): |
54.88% |
| Beta (3y): |
1.31 |
| Morningstar Risk Rating: |
High |
|
| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in domestic companies with market capitalizations of under $500 million at the time of purchase. Due to investment considerations, it will close to new investors when it reaches $100 million in total assets. However, the Trustees may determine to reopen the fund at a later date. The fund seeks growth opportunities by investing in companies that it believes will appreciate in value. |
|
| Fund Profile |
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