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|
| Morningstar Overall Rating: |
N/A |
| Total Assets: |
3.12M |
| Category: |
Long-Short |
| Total Expense Ratio: |
3.06% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-1.56% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
98 |
| % Rank in Category (ytd): |
35.77% |
| Beta (3y): |
|
| Morningstar Risk Rating: |
|
|
| The investment seeks long-term capital appreciation with low correlation to broad market indices. The fund primarily invests in a variety of equity securities and exchange-traded funds. It may have up to 50% of assets invested in foreign securities. The fund is generally not constrained among the other types of equity securities in which it may invest. It may invest up to 25% of net assets in derivative securities of any kind. The fund may invest in companies of any size and in any style. At any time it may allocate up to 100% of its assets among shares of different ETFs. |
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| Fund Profile |
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