| No headlines available for SPVBX. |
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| Morningstar Overall Rating: |
 |
| Total Assets: |
36.89M |
| Category: |
Small Growth |
| Total Expense Ratio: |
2.19% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-3.47% |
| 5y Avg Return: |
-1.41% |
| Rank in Category (ytd): |
347 |
| % Rank in Category (ytd): |
43% |
| Beta (3y): |
1.23 |
| Morningstar Risk Rating: |
Above 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.The fund may not invest more than 10% of assets in cash or cash equivalents. |
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| Fund Profile |
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0.24 (1.51%) 
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