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|
| Morningstar Overall Rating: |
 |
| Total Assets: |
877.36M |
| Category: |
Small Growth |
| Total Expense Ratio: |
1.21% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-5.68% |
| 5y Avg Return: |
1.03% |
| Rank in Category (ytd): |
669 |
| % Rank in Category (ytd): |
82.9% |
| Beta (3y): |
1.10 |
| Morningstar Risk Rating: |
Below average |
|
| The investment seeks long-term growth of capital. Income is a secondary consideration, but only when consistent with long-term growth of capital. The fund invests primarily in small growth companies. It invests at least 80% of assets in the equity securities of small companies with market capitalizations of less than $2.5 billion. It may invest up to 20% of assets in securities issued by foreign companies in developed or emerging markets. |
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| Fund Profile |
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