|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
4.29M |
| Category: |
Long-Short |
| Total Expense Ratio: |
2.67% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
13.17% |
| 5y Avg Return: |
5.14% |
| Rank in Category (ytd): |
65 |
| % Rank in Category (ytd): |
45.45% |
| Beta (3y): |
-0.07 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks to increase the value of investment while maintaining minimal exposure to general equity market risk. The fund invests in large and mid capitalization stocks principally traded in the markets of the United States and short positions in such stock that are overvalued. It normally invests at least 80% of net assets in U.S. large and mid capitalization equity securities. The fund may invest in exchange traded funds. |
|
| Fund Profile |
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