|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
42.02M |
| Category: |
Large Blend |
| Total Expense Ratio: |
1.79% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-1.49% |
| 5y Avg Return: |
0.09% |
| Rank in Category (ytd): |
85 |
| % Rank in Category (ytd): |
3.99% |
| Beta (3y): |
1.42 |
| Morningstar Risk Rating: |
High |
|
| The investment seeks to maximize total return through an aggressive approach to the equity and debt securities markets. The fund may use an ?aggressive approach,? which it defines as the investment manager?s ability to adjust the fund?s investment portfolio by engaging in frequent and active trading when it deems desirable to achieve the fund?s investment objective. The investment manager allocates the fund?s assets among different market sectors based upon its view of the relative value of the sector. |
|
| Fund Profile |
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