Bogle Small Cap Growth Inv (BOGLX)
* As of 31-Oct-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.35%|
Performance & Risk
|5y Avg Return:||21.18%|
|Rank in Category (ytd):||45|
|% Rank in Category (ytd):||6.11%|
|Morningstar Risk Rating:||5|
The investment seeks to provide long-term capital appreciation.
The fund seeks to achieve its objective by investing under normal circumstances at least 80% of the net assets of the portfolio (including borrowings for investment purposes) in the stocks of U.S. companies with market capitalizations, at the time of purchase, that are within the trailing twelve-month range of the market capitalizations of those companies that are included in the Russell 2000® Index ("Small Cap Stocks"). It may invest in Small Cap Stocks that the adviser believes will appreciate more than the Russell 2000® Index. View More