|
|
| Morningstar Overall Rating: |
N/A |
| Total Assets: |
2.98M |
| Category: |
Small Blend |
| Total Expense Ratio: |
2.00% |
|
| PERFORMANCE & RISK | 31-Oct-09
| YTD Return: |
13.13% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
538 |
| % Rank in Category (ytd): |
83.93% |
| 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 that the Adviser believes offer high absolute-return potential. It invests primarily in U.S. equity securities but may, to a lesser extent, invests in equity securities of foreign companies. The fund invests in company of any size. It is nondiversified. |
|
| Fund Profile |
|
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