|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
7.42M |
| Category: |
Mid-Cap Value |
| Total Expense Ratio: |
2.00% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
0.19% |
| 5y Avg Return: |
10.10% |
| Rank in Category (ytd): |
76 |
| % Rank in Category (ytd): |
18.77% |
| Beta (3y): |
0.95 |
| Morningstar Risk Rating: |
Low |
|
| The investment seeks to achieve long-term capital appreciation; current income is a secondary consideration. The fund invests primarily in equity and fix income securities, the majority of which are issued by large-capitalization and/or mid-capitalization. It can invest up to 100% of net assets in common stocks, preferred stocks, or corporate bonds issued by domestic entities. The fund may invest in fixed income securities with any credit rating or maturity date and invest all or a portion of the fund's assets in lower rated, high yield, high risk bonds, known as "junk bonds”. It is nondiversified. |
|
| Fund Profile |
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