|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
137.71M |
| Category: |
Small Value |
| Total Expense Ratio: |
1.33% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-2.07% |
| 5y Avg Return: |
1.28% |
| Rank in Category (ytd): |
284 |
| % Rank in Category (ytd): |
73.96% |
| Beta (3y): |
1.16 |
| 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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