| No headlines available for AEVYX. |
|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
13.84M |
| Category: |
Large Value |
| Total Expense Ratio: |
0.93% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
6.93% |
| 5y Avg Return: |
17.05% |
| Rank in Category (ytd): |
673 |
| % Rank in Category (ytd): |
47% |
| Beta (3y): |
1.09 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks growth of capital and income. The fund normally invests at least 80% of assets in equity securities that may provide income, offer the opportunity for long-term capital appreciation, or both. It may invest up to 25% of assets in foreign investments. The management chooses investments by identifying companies that are undervalued. |
|
| Fund Profile |
|