|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
117.11M |
| Category: |
Small Growth |
| Total Expense Ratio: |
1.55% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-5.27% |
| 5y Avg Return: |
-2.09% |
| Rank in Category (ytd): |
597 |
| % Rank in Category (ytd): |
73.98% |
| Beta (3y): |
1.19 |
| Morningstar Risk Rating: |
Above 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 the equity securities of rapidly growing small and medium size companies with market capitalizations of less than $5 billion. It may invest up to 30% of total assets in securities issued by foreign companies in developed or emerging markets. |
|
| Fund Profile |
|
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