|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
265.79M |
| Category: |
Small Growth |
| Total Expense Ratio: |
2.11% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-5.12% |
| 5y Avg Return: |
-0.78% |
| Rank in Category (ytd): |
435 |
| % Rank in Category (ytd): |
53.9% |
| Beta (3y): |
1.20 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks long-term growth of capital. Income is a secondary consideration. The fund invests at least 80% of assets in the equity securities of micro cap companies with market capitalizations of less than $1 billion. It may invest up to 30% of assets at the time of purchase in securities issued by foreign companies in developed or emerging markets. |
|
| Fund Profile |
|
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