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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,685.98 | 43.83 | 0.41% |
| NASDAQ | 2,378.01 | 15.80 | 0.67% |
| S&P 500 | 1,159.46 | 8.95 | 0.78% |
Small Growth
Low
| Size | |
|---|---|
| Average Market Cap | $735 M |
| Market Capitalization | Portfolio |
|---|---|
| Giant | 0.00% |
| Large | 0.00% |
| Medium | 4.50% |
| Small | 64.80% |
| Micro | 30.70% |
| Morningstar Rating as of 01/31/2010
YTD Returns as of 03/16/2010 |
Style Box Detail calculations do not include the fund's short positions (if any) |
| YTD | 1 year | 3 year | 5 year | 10 year | Since Inception | |
|---|---|---|---|---|---|---|
| Fund | 5.59% | 54.42% | -7.38% | — | — | -3.43% |
| +/- Category | -1.51% | -17.03% | -4.60% | — | — | — |
| +/- S&P 500 TR | 1.96% | -0.98% | -3.34% | — | -0.31% | — |
| YTD | 1 year | 3 year | 5 year | 10 year | Since Inception | |
|---|---|---|---|---|---|---|
| Month (as of 01/31/2010) | -5.95% | 34.32% | -11.50% | — | — | -4.66% |
| Quarter (as of 12/31/2009) | 10.64% | 10.64% | -11.77% | — | — | -4.72% |
| Stocks | |
|---|---|
| Information | 19.03% |
| Service | 54.19% |
| Manufacturing | 23.52% |
| Short | Long | Net Assets | |
|---|---|---|---|
| Cash | — | 3.26% | 3.26% |
| Stocks | — | 96.75% | 96.75% |
| Bonds | — | 0.00% | 0.00% |
| Other | — | 0.00% | 0.00% |
| Foreign Stocks (as a % of assets) |
— | 7.42% | 7.42% |
| Data as of 12/31/2009 | Data as of 12/31/2009 | View Fund Portfolio |
| Sector | P/E | Return as of 02/28/2010 | Net Assets | ||
|---|---|---|---|---|---|
| * | Allegiant Advantaged Institutional Money Market | — | — | — | 3.26% |
| - | CIRRUS LOGIC INC (CRUS) | Hardware | 48.44 | 6.45% | 1.93% |
| * | DRESS BARN INC (DBRN) | Consumer Services | 18.85 | 11.43% | 1.91% |
| - | PAR PHARMACEUTICAL COS INC (PRX) | Healthcare | 11.22 | -7.28% | 1.86% |
| * | CAPELLA EDUCATION COMPANY (CPLA) | Business Services | 35.37 | 11.22% | 1.73% |
| + | BENCHMARK ELECTRS INC (BHE) | Hardware | 25.61 | 8.25% | 1.69% |
| - | TELETECH HOLDINGS INC (TTEC) | Business Services | 15.43 | -9.84% | 1.68% |
| + | LAWSON SOFTWARE INC NEW (LWSN) | Software | 40.62 | -5.56% | 1.60% |
| - | China Yuchai International, Ltd. (CYD) | Industrial Materials | — | 7.80% | 1.57% |
| * | STEINER LEISURE LTD (STNR) | Business Services | 17.67 | 7.19% | 1.51% |
| Initial | 5.50% |
| Deferred | — |
| Expense Ratio (based on net assets) | 1.20% |
Small Growth
Low
Notices & Terms: Confirm all data with your broker before trading.
Quote data provided by Interactive Data. Historical prices provided by Prophet. © [2007] Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. © 2004 Dow Jones & Company, Inc. Copyright Morgan Stanley Capital International, Inc. [year data were provided to Distributor]. All Rights Reserved. Unpublished. PROPRIETARY TO MORGAN STANLEY CAPITAL INTERNATIONAL INC.
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