* As of 31-May-16
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.91%|
Performance & Risk
|5y Avg Return:||10.57%|
|Rank in Category (ytd):||40|
|% Rank in Category (ytd):||5.36%|
|Morningstar Risk Rating:||3|
The investment seeks capital appreciation.
The fund pursues its investment objective by investing at least 50% of its equity assets in small-sized companies. It may also invest in larger companies with strong growth potential or relatively well-known and large companies with potential for capital appreciation. Small-sized companies are defined by the portfolio manager as those companies whose market capitalization falls within the range of companies in the Russell 2000® Growth Index at the time of purchase. The fund may also invest in foreign securities, which may include investments in emerging markets. View More