|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
19.16M |
| Category: |
Long-Short |
| Total Expense Ratio: |
2.45% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-2.54% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
210 |
| % Rank in Category (ytd): |
76.64% |
| Beta (3y): |
-6.13 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks capital appreciation, and as a secondary goal, to manage volatility and market risk. The fund invests primarily in equity securities of domestically traded companies that the adviser believes have above-average potential to appreciate in value. The companies may be of any capitalization range. It may invest in common stocks, exchange traded funds (ETFs) and closed-end funds. The fund is nondiversified. |
|
| Fund Profile |
|
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