|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
17.11M |
| Category: |
Large Value |
| Total Expense Ratio: |
0.97% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-3.08% |
| 5y Avg Return: |
0.33% |
| Rank in Category (ytd): |
371 |
| % Rank in Category (ytd): |
28% |
| Beta (3y): |
0.93 |
| Morningstar Risk Rating: |
Below average |
|
| The investment seeks growth of capital. The fund typically invests primarily in the equity securities of U.S. companies. The advisor pursues a value-oriented strategy and seeks to identify companies whose stocks sell at discounted price-to-earnings (P/E) and price-to-cash flow (P/CF) multiples. Companies that maintain strong balance sheets and have experienced managements are favored. The investment advisor attempts to identify situations where stock prices are undervalued by the market. It is nondiversified. |
|
| Fund Profile |
|
Help
0.12 (1.01%) 
Summary
Add QRVLX to Portfolio 
Download Data
