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Monday, December 7, 2009, 11:26AM ET - U.S. Markets close in 4 hours and 34 minutes. Dow Up 0.18% Nasdaq Down 0.07%
Russell US Small & Mid Cap E (REBEX)On Dec 4: 17.38  Up 0.30 (1.76%)  
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Profile  As of 31-Oct-09Get Profile for:
Russell US Small & Mid Cap E
909 A St 11th Floor Tacoma WA 98402
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Phone: 800-787-7354
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FUND OVERVIEW 
Category:Small Blend
Fund Family:Russell
Net Assets:33.94M
Year-to-Date Return:18.69%
Yield:0.21%
Morningstar Rating:2 stars
Fund Inception Date:14-May-99
MORNINGSTAR STYLE BOX 
Small Blend
[View Category Definition]
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About the Morningstar Style Box
MANAGEMENT INFORMATION 
Christopher D. Tessin
Lead Manager since 30-Sep-06
Tessin is a portfolio manager since september 2006. From 2005 to 2006, he was an associate portfolio manager. From 2003 to 2005, he was a research analyst. From January 2001 to July 2003, he worked in equity research at Bear Stearns.
INVESTMENT INFORMATION 
Min Initial Investment:$0
Min Initial Investment, IRA:NaN
Min Initial Investment, AIP:$25
Min Subsequent Investment:NaN
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:$25
REBEX can be purchased from 14 brokerages.
FUND SUMMARY 
The investment seeks to provide long-term capital growth. The fund invests primarily in common stocks of small- and medium-capitalization companies, most of which are US based. It normally invests at least 80% of assets in equity securities. The fund generally defines medium- and small-capitalization stocks as those companies represented by the Russell 2500 index. The management uses three principal investment styles including growth style, value style and market-oriented style.
FUND OPERATIONS 
Last Dividend (19-Dec-08): 0.03
Last Cap Gain (14-Dec-07): 4.82
Annual Holdings Turnover 163.00%
Average for Category: 92.45%
FEES & EXPENSES 
ExpenseREBEXCategory
Avg
Total Expense Ratio:1.17% 1.40%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.37%
Max Deferred Sales Load:% 2.34%
3 Yr Expense Projection*: $ 399$618
5 Yr Expense Projection*: $ 700$996
10 Yr Expense Projection*: $ 1,556$2,008
* Per $10,000 invested


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