| No headlines available for LOMAX. |
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| Morningstar Overall Rating: |
 |
| Total Assets: |
22.56M |
| Category: |
Large Value |
| Total Expense Ratio: |
0.99% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-1.58% |
| 5y Avg Return: |
0.34% |
| Rank in Category (ytd): |
53 |
| % Rank in Category (ytd): |
4% |
| Beta (3y): |
1.03 |
| Morningstar Risk Rating: |
Above average |
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| The investment seeks long-term capital growth while providing some income. The fund invests primarily in large, well-recognized companies. It normally invests in at least 20% of the stocks that comprise the S&P 100 index. The fund invests at least 85% of total assets in equity securities, consisting of common stocks and securities having the characteristics of common stocks, such as convertible securities, exchange-traded funds, and rights and warrants. |
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| Fund Profile |
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