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|
| Morningstar Overall Rating: |
 |
| Total Assets: |
240.26M |
| Category: |
Mid-Cap Blend |
| Total Expense Ratio: |
1.62% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
4.05% |
| 5y Avg Return: |
21.27% |
| Rank in Category (ytd): |
410 |
| % Rank in Category (ytd): |
83% |
| Beta (3y): |
1.41 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks long term capital appreciation. The fund normally invests in equity securities that the advisor believes to be out of favor and undervalued. It invests in companies that are trading at low fundamental valuations relative to how the advisor thinks they will be worth over the next five years. The fund may engage in leveraging and selling securities short. |
|
| Fund Profile |
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