Timberline Small Cap Growth Advisor (SGWYX)
12.46 
0.14(1.14%) Jun 18
| Prev Close: | 12.46 |
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| YTD Return*: | 9.77% |
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| Net Assets*: | 25.75M |
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| Yield*: | N/A |
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* As of 28-Feb-13
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Quotes delayed, except where indicated otherwise. Currency in USD.
Headlines
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Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 25.75M |
| Category: | Small Growth |
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| Annual Report Expense Ratio (net): | 1.48% |
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Performance & Risk
| YTD Return: | 9.77% |
| 5y Avg Return: | 9.84% |
| Rank in Category (ytd): | 4 |
| % Rank in Category (ytd): | 0.54% |
| Beta (3y): | 1.32 |
| Morningstar Risk Rating: | 4 |
Fund Summary
The investment seeks long-term capital appreciation.
Under normal circumstances, the fund invests at least 80% of its assets in a diversified portfolio of equity securities of small capitalization U.S. companies. The Adviser considers small capitalization companies to be those with market capitalizations within the range of the market capitalization of companies in the Russell 2000® Index.
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