|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
120.13M |
| Category: |
Small Value |
| Total Expense Ratio: |
1.33% |
|
| PERFORMANCE & RISK | 31-Oct-09
| YTD Return: |
12.77% |
| 5y Avg Return: |
0.79% |
| Rank in Category (ytd): |
288 |
| % Rank in Category (ytd): |
73.85% |
| Beta (3y): |
1.17 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks to achieve long-term capital appreciation; current income is a secondary consideration The fund invests at least 80% of total value of net assets in equity securities. It may also invest in investment grade and/or high yield bonds. The fund may invest up to 20% of total assets in fixed income securities, including fixed income securities with convertible features. It invests primarily in securities issued by domestic entities. The fund is nondiversified. |
|
| Fund Profile |
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