|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
41.96M |
| Category: |
Mid-Cap Blend |
| Total Expense Ratio: |
1.49% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
13.71% |
| 5y Avg Return: |
16.79% |
| Rank in Category (ytd): |
167 |
| % Rank in Category (ytd): |
33.81% |
| Beta (3y): |
0.87 |
| Morningstar Risk Rating: |
Below average |
|
| The investment seeks capital appreciation; income is secondary. The fund primarily invests in common stocks of companies that the advisor believes are undervalued. It may invest in companies of any size, but intends to focus on small or mid capitalization companies. The fund may also invest in securities convertible into common stocks, preferred stocks, and debt. It may invest in foreign securities through American depositary receipts. |
|
| Fund Profile |
|
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