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| Morningstar Overall Rating: |
 |
| Total Assets: |
148.48M |
| Category: |
Small Blend |
| Total Expense Ratio: |
1.05% |
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| PERFORMANCE & RISK | 31-Oct-09
| YTD Return: |
32.29% |
| 5y Avg Return: |
6.80% |
| Rank in Category (ytd): |
64 |
| % Rank in Category (ytd): |
9.98% |
| Beta (3y): |
1.20 |
| Morningstar Risk Rating: |
Above average |
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| The investment seeks long-term growth of capital. The fund invests primarily in the equity securities of small- and mid-cap companies, those with stock market capitalizations from $500 million to $5 billion. The fund normally invests at least 80% of its net assets in equity securities of such small- and/or mid-cap companies. Although the Fund normally focuses on the securities of U.S. companies, it may invest up to 25% of its net assets in foreign securities. |
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| Fund Profile |
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