|
|
| Morningstar Overall Rating: |
N/A |
| Total Assets: |
11.15M |
| Category: |
Large Blend |
| Total Expense Ratio: |
1.40% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
5.28% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
1672 |
| % Rank in Category (ytd): |
80% |
| Beta (3y): |
|
| Morningstar Risk Rating: |
|
|
| The investment seeks long-term capital appreciation. The fund establishes long and short positions in equities issued by U.S. companies. It will normally hold long positions in equity securities and securities with equity-like characteristics up to 130% of assets. The fund will generally hold approximately 30% of net assets in short positions. It may be leveraged, and may also invest in exchange traded funds ("ETFs"), initial public offerings ("IPOs") and derivative instruments including, but not limited to, futures, puts, calls and options. |
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| Fund Profile |
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