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|
| Morningstar Overall Rating: |
 |
| Total Assets: |
957.30M |
| Category: |
Long-Short |
| Total Expense Ratio: |
1.51% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
3.14% |
| 5y Avg Return: |
16.03% |
| Rank in Category (ytd): |
78 |
| % Rank in Category (ytd): |
54.55% |
| Beta (3y): |
0.49 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks long-term capital appreciation. The fund primarily invests in common stocks that the management believes are undervalued. It normally invests in the companies with a market capitalization greater than $500 million. The management utilizes a two-step security selection process to find intrinsic value regardless of overall market conditions. |
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| Fund Profile |
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