|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
14.42M |
| Category: |
Large Blend |
| Total Expense Ratio: |
1.22% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
7.89% |
| 5y Avg Return: |
13.19% |
| Rank in Category (ytd): |
334 |
| % Rank in Category (ytd): |
15.98% |
| Beta (3y): |
0.90 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks long-term capital appreciation. The fund invests in securities that the manager believes have long-term appreciation potential, but are undervalued as a result of mis-pricing due to short-term difficulties of the company or industry sector. The investment process involves both qualitative and quantitative evaluation. |
|
| Fund Profile |
|
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