|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
247.79M |
| Category: |
Small Value |
| Total Expense Ratio: |
1.38% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
-8.20% |
| 5y Avg Return: |
11.59% |
| Rank in Category (ytd): |
179 |
| % Rank in Category (ytd): |
40.87% |
| Beta (3y): |
0.90 |
| Morningstar Risk Rating: |
Below average |
|
| The investment seeks long-term capital appreciation. The fund invests primarily in common stocks that are believed to be undervalued based on a company's book value, revenue, cash flow and possess potential for significant capital appreciation. It considers a variety of factors before investment such as, industry conditions, market share, distribution networks and reputation within the industry. The fund may also invest up to 10% of assets in foreign securities. |
|
| Fund Profile |
|
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