|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
207.37M |
| Category: |
Small Blend |
| Total Expense Ratio: |
1.81% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-4.83% |
| 5y Avg Return: |
-1.26% |
| Rank in Category (ytd): |
644 |
| % Rank in Category (ytd): |
93.88% |
| Beta (3y): |
1.29 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks long-term growth of capital. Income is a secondary objective, but only when consistent with long-term growth of capital. The fund invests primarily in small 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. The fund may also invest in growth companies. |
|
| Fund Profile |
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