34.43 0.18(0.53%) Dec 20
* As of 30-Nov-13
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.60%|
Performance & Risk
|5y Avg Return:||28.69%|
|Rank in Category (ytd):||12|
|% Rank in Category (ytd):||2.89%|
|Morningstar Risk Rating:||5|
The investment seeks to provide long-term capital appreciation.
The fund normally invests at least 80% of its net assets in the common stock equity securities of small and mid-capitalization companies. It will be diversified throughout all major industry sectors. The fund employs a quantitative investment approach that utilizes an investment model to determine which securities are to be added or removed from the fund's portfolio on an annual basis. It may invest in index funds and index-based investments, such as SPDRs and stock index futures. The fund also may invest in open-end investment companies and exchange traded funds. View More