|
|
| Morningstar Overall Rating: |
N/A |
| Total Assets: |
20.58M |
| Category: |
Large Blend |
| Total Expense Ratio: |
1.74% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
1.12% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
292 |
| % Rank in Category (ytd): |
13.97% |
| Beta (3y): |
|
| Morningstar Risk Rating: |
|
|
| The investment seeks long-term capital appreciation. The fund invests in the equity securities of companies that the adviser believes to be undervalued at current market prices. It may hold positions in the equity securities of small-, medium- and large-capitalization companies. The fund may invest in shares of closed-end investment companies, as well as exchange trade funds. It may invest indirectly in foreign securities by either purchasing ADRs or by investing companies and ETFs that holds foreign securities or ADRs. |
|
| Fund Profile |
|
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