* As of 31-Dec-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.78%|
Performance & Risk
|5y Avg Return:||8.79%|
|Rank in Category (ytd):||70|
|% Rank in Category (ytd):||18.97%|
|Morningstar Risk Rating:||3|
The investment seeks capital appreciation.
The fund seeks to achieve its objective by primarily investing in the equity securities of companies included in the Russell 2500 Index. It seeks capital appreciation by investing in companies that the Advisor believes are undervalued and that have characteristics the Advisor deems will likely cause those stocks to appreciate in the near future. View More