|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
451.81M |
| Category: |
Large Value |
| Total Expense Ratio: |
1.15% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
1.29% |
| 5y Avg Return: |
14.13% |
| Rank in Category (ytd): |
1059 |
| % Rank in Category (ytd): |
73.95% |
| Beta (3y): |
0.91 |
| Morningstar Risk Rating: |
Below average |
|
| The investment seeks long-term growth of capital. The fund invests primarily in equity securities of companies that are considered to be undervalued. Although the fund invests primarily in U.S. securities, it may invest to a limited extent in foreign securities. |
|
| Fund Profile |
|
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