|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
119.40M |
| Category: |
Small Value |
| Total Expense Ratio: |
1.26% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
-3.68% |
| 5y Avg Return: |
16.27% |
| Rank in Category (ytd): |
26 |
| % Rank in Category (ytd): |
5.94% |
| Beta (3y): |
1.12 |
| 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 the 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 net 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 |
|
Help
0.37 (1.73%) 
Summary
Add BERWX to Portfolio 
Download Data
