|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
96.00M |
| Category: |
Small Growth |
| Total Expense Ratio: |
1.41% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
12.20% |
| 5y Avg Return: |
14.32% |
| Rank in Category (ytd): |
754 |
| % Rank in Category (ytd): |
90.95% |
| Beta (3y): |
1.74 |
| Morningstar Risk Rating: |
High |
|
| The investment seeks capital appreciation. The fund invests primarily in growth stocks of small-cap (market capitalization of less than $1.5 billion) companies whose earning are growing, or are expected to grow, at an accelerated rate. It looks for companies that have expanding unit volume growth, increasing profit margins, significant new product development efforts, and returns in excess of their cost of capital. The fund may also invest in mid-cap equity securities. |
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| Fund Profile |
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