|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
202.90M |
| Category: |
Small Growth |
| Total Expense Ratio: |
1.49% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-3.41% |
| 5y Avg Return: |
6.54% |
| Rank in Category (ytd): |
121 |
| % Rank in Category (ytd): |
14.99% |
| Beta (3y): |
1.12 |
| Morningstar Risk Rating: |
Below average |
|
| The investment seeks long-term growth of capital. The fund invests at least 80% of net assets in equity securities, primarily issued by companies with stock market capitalizations less than $5 billion at the time of investment. The fund normally invests at least 80% of its net assets in equity securities primarily issued by companies with stock market capitalizations up to $5 billion at the time of investment. 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. |
|
| Fund Profile |
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0.11 (1.47%) 
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