|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
35.48M |
| Category: |
Small Growth |
| Total Expense Ratio: |
1.50% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-6.75% |
| 5y Avg Return: |
-4.03% |
| Rank in Category (ytd): |
758 |
| % Rank in Category (ytd): |
93.93% |
| Beta (3y): |
1.31 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks capital appreciation. The fund invests primarily in growth stocks of small-cap companies whose earnings are growing, or are expected to grow, at an accelerating rate. The portfolio managers look for inefficiencies in the market caused by inaccurate expectations. It may also invest in equity securities of mid-cap companies. The fund may also invest in ETFs and foreign securities. |
|
| Fund Profile |
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