|
|
| Morningstar Overall Rating: |
N/A |
| Total Assets: |
3.50M |
| Category: |
Large Blend |
| Total Expense Ratio: |
2.00% |
|
| PERFORMANCE & RISK | 31-Oct-09
| YTD Return: |
11.84% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
1872 |
| % Rank in Category (ytd): |
93% |
| Beta (3y): |
|
| Morningstar Risk Rating: |
|
|
| The investment seeks long-term capital appreciation. The fund seeks to achieve its objective by investing in a concentrated portfolio of equity securities (primarily common stocks) that the Adviser believes are undervalued by the market. It normally invests at least 80% of net assets (plus the amount of any borrowing for investment purposes) in equity securities. The fund invests primarily in U.S. common stocks but may, to a lesser extent, invest in foreign stocks in developed countries. It is nondiversified. |
|
| Fund Profile |
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