|
|
| Morningstar Overall Rating: |
N/A |
| Total Assets: |
161.58M |
| Category: |
Large Blend |
| Total Expense Ratio: |
1.50% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
0.34% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
1316 |
| % Rank in Category (ytd): |
62.97% |
| Beta (3y): |
|
| Morningstar Risk Rating: |
|
|
| The investment seeks to maximize total return, consisting of capital appreciation and current income. The fund normally invests at least 80% of assets in equity securities of US companies. It may invest in equity securities of large- and mid-capitalization companies but is permitted to invest up to 15% of assets in small capitalization companies. The fund may maintain both long positions and short positions in equity securities and securities with equity-like characteristics. It is nondiversified |
|
| Fund Profile |
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0.10 (1.34%) 
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