|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
491.08M |
| Category: |
Small Growth |
| Total Expense Ratio: |
1.40% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
1.43% |
| 5y Avg Return: |
14.54% |
| Rank in Category (ytd): |
621 |
| % Rank in Category (ytd): |
74.91% |
| Beta (3y): |
1.44 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in equity securities of small-capitalization companies (companies in the capitalization range of the Russell 2000 index). It may invest up to 15% of assets in a basket of foreign securities or in bonds of any maturity rated as low as CC/Ca and their unrated equivalents. The fund may make limited use of certain derivatives and may short-sell up to 15% of assets for non-speculative purposes to manage volatility. |
|
| Fund Profile |
|
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