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|
| Morningstar Overall Rating: |
 |
| Total Assets: |
967.51M |
| Category: |
Long-Short |
| Total Expense Ratio: |
1.68% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-0.86% |
| 5y Avg Return: |
5.31% |
| Rank in Category (ytd): |
131 |
| % Rank in Category (ytd): |
47.81% |
| Beta (3y): |
-6.44 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks long-term capital appreciation. The fund primarily invests in common stocks of U.S. companies that the management believes are undervalued. The management utilizes a two-step security selection process to find intrinsic value regardless of overall market conditions. |
|
| Fund Profile |
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