|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
63.72M |
| Category: |
Small Value |
| Total Expense Ratio: |
1.49% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
15.43% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
4 |
| % Rank in Category (ytd): |
0.91% |
| Beta (3y): |
0.31 |
| Morningstar Risk Rating: |
Low |
|
| The investment seeks long-term capital appreciation with income as a secondary objective. The fund invests 80% of assets in equities or convertibles. It invests in companies that generally have market capitalizations of less that $1 billion at the time of investment. The fund may invest in common and preferred stocks, spin-offs, reorganizations, broken IPOs, rights and warrants. |
|
| Fund Profile |
|
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