|
|
| Morningstar Overall Rating: |
N/A |
| Total Assets: |
2.34M |
| Category: |
Mid-Cap Value |
| Total Expense Ratio: |
2.45% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
-0.50% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
8 |
| % Rank in Category (ytd): |
1.98% |
| Beta (3y): |
|
| Morningstar Risk Rating: |
|
|
| The investment seeks long-term capital appreciation and income, while seeking to protect principal during unfavorable market conditions. The fund normally invests in securities that offer strategic opportunities to employ absolute return strategies utilizing a variety of publicly and non-publicly traded securities. It may invest in companies of any size. The fund may also invest up to 100% of net assets in debt instruments including convertible debt, options and futures, as well as privately negotiated options and 30% of net assets in foreign securities, including ADRs and EDRs. It is nondiversified. |
|
| Fund Profile |
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