|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
68.01M |
| Category: |
Mid-Cap Blend |
| Total Expense Ratio: |
1.64% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
15.04% |
| 5y Avg Return: |
23.75% |
| Rank in Category (ytd): |
4 |
| % Rank in Category (ytd): |
0.81% |
| Beta (3y): |
1.13 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks capital appreciation. The fund invests at least 80% of its net assets in equity securities or common stocks that the Advisor deems to be undervalued and which have characteristics the Advisor deems will likely cause those stocks to appreciate in the near future. It's nondiversified. |
|
| Fund Profile |
|
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