|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
8.99M |
| Category: |
Small Growth |
| Total Expense Ratio: |
1.35% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-8.12% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
807 |
| % Rank in Category (ytd): |
100% |
| Beta (3y): |
1.31 |
| Morningstar Risk Rating: |
High |
|
| The investment seeks long-term capital growth. The fund primarily invests in U.S. common stocks, and to lesser extent, foreign common stocks. It would invest in small-capitalization companies whose market capitalization are less than $3 billion at the time of acquisition, but may also invest a smaller portion in large capitalization companies. The adviser utilizes a combined approach of "top-down" analysis and "bottom-up" stock selection. |
|
| Fund Profile |
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