* As of 30-Jun-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.07%|
Performance & Risk
|5y Avg Return:||19.00%|
|Rank in Category (ytd):||69|
|% Rank in Category (ytd):||9.06%|
|Morningstar Risk Rating:||3|
The investment seeks long-term capital appreciation.
Under normal circumstances, the fund invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations under $5 billion at the time of initial investment. It invests the majority of its assets in U.S. companies, but also may invest up to 33% of its total assets in foreign companies in developed markets (for example, Japan, Canada and the United Kingdom) and in emerging markets (for example, China, India and Brazil). View More