| No headlines available for EXTAX. |
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| Morningstar Overall Rating: |
 |
| Total Assets: |
24.99M |
| Category: |
Large Blend |
| Total Expense Ratio: |
1.20% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
5.03% |
| 5y Avg Return: |
15.42% |
| Rank in Category (ytd): |
794 |
| % Rank in Category (ytd): |
37.99% |
| Beta (3y): |
0.85 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks to maximize long-term growth while attempting to minimize the impact of taxes on the total return earned by shareholders. The fund invests primarily in common stocks. It may also invest in securities of foreign issuers and ADRs and other U.S. dollar denominated securities of foreign issuers. The Advisor uses a "bottom-up” strategy, focusing on individual security selection to identify companies that it believes would make attractive long-term investments. The fund may invest in stocks of small, large, or mid-size companies. It may purchase shares of ETFs. |
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| Fund Profile |
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