|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
5.64B |
| Category: |
Small Growth |
| Total Expense Ratio: |
0.84% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-3.24% |
| 5y Avg Return: |
2.13% |
| Rank in Category (ytd): |
80 |
| % Rank in Category (ytd): |
9.91% |
| Beta (3y): |
1.13 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks long-term capital growth. The fund will invest primarily in a diversified group of small, emerging growth companies, preferably early in the corporate life cycle before a company becomes widely recognized by the investment community. It may also invest in companies that offer the possibility of accelerating earnings growth because of rejuvenated management, new products, or structural changes in the economy. While the fund invests most assets in U.S. common stocks, it may also purchase other securities including foreign stocks, futures, and options. |
|
| Fund Profile |
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