* As of 31-Oct-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.96%|
Performance & Risk
|5y Avg Return:||13.11%|
|Rank in Category (ytd):||27|
|% Rank in Category (ytd):||3.64%|
|Morningstar Risk Rating:||3|
The investment seeks long-term capital appreciation.
Under normal circumstances, the fund invests at least 80% of its net assets (including the amount any borrowings for investment purposes) in U.S. companies. It 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. View More