Investment Strategy
Performance
 • Quarterly
 • Month-End
 • Daily
 • Calendar Year
Distribution
Fact Sheets
Holdings
Quarterly Commentary
View Your Account
Privacy Policy

Opinions expressed are subject to change, are not guaranteed and should not be considered investment advice.

Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted. Performance data current to the most recent calendar quarter-end and month-end may be obtained by clicking the links.

2008 Commentaries
June 30, 2008
March 31, 2008

The S&P 500 Index is an unmanaged index commonly used to measure the performance of U.S.stocks. You cannot directly invest in an index.

Small-capitalization companies tend to have limited liquidity and greater price volatility than large-capitalization companies. Mutual fund investing involves risk. Principal loss is possible.

For Fund holdings information, please refer to the Fund Calendar Quarter Holdings section of this website. Securities and sectors mentioned are not recommendations to buy or sell any security and are subject to change at anytime.

For Terms and Definitions, please click here.

Archived Commentaries

2007 Commentaries
December 31, 2007
September 30, 2007
June 30, 2007
March 31, 2007

2006
December 31, 2006
September 30, 2006
June 30, 2006
March 31, 2006

2005
December 31, 2005
September 30, 2005
June 30, 2005
March 31, 2005

2004
December 31, 2004
September 30, 2004
June 30, 2004
March 31, 2004

2003
December 31, 2003
September 30, 2003