|
|
| Morningstar Overall Rating: |
N/A |
| Total Assets: |
37.91M |
| Category: |
Mid-Cap Value |
| Total Expense Ratio: |
1.75% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
-7.28% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
8 |
| % Rank in Category (ytd): |
1.98% |
| Beta (3y): |
|
| Morningstar Risk Rating: |
|
|
| The investment seeks high total return on an annual basis consistent with a high tolerance for risk. The fund typically invest at least 80% of its net assets (plus any borrowing for investment purposes) directly in dividend paying equities or interest bearing fixed income securities or indirectly through securities that invest in or are a derivative of income generating securities. It also may invest in futures, options and swaps. The fund is nondiversified. |
|
| Fund Profile |
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