|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
457.84M |
| Category: |
Large Value |
| Total Expense Ratio: |
1.38% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
0.60% |
| 5y Avg Return: |
9.15% |
| Rank in Category (ytd): |
229 |
| % Rank in Category (ytd): |
15.99% |
| Beta (3y): |
0.73 |
| Morningstar Risk Rating: |
Low |
|
| The investment seeks long-term growth of capital. The fund invests primarily in undervalued U.S. and foreign equity securities. It may invest no less than approximately 50% of assets in securities of U.S. issuers. The fund is diversified by issuer and industry, and seeks to reduce currency risk on its foreign investments by hedging its effective foreign currency exposure back into the U.S. dollar where practicable. |
|
| Fund Profile
- TWEBX Prospectus
|
|
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