| | | Morningstar Overall Rating: | N/A | | Total Assets: | 3.50M | | Category: | Large Blend | | Total Expense Ratio: | 2.00% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 11.84% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 1872 | | % Rank in Category (ytd): | 93% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks long-term capital appreciation. The fund seeks to achieve its objective by investing in a concentrated portfolio of equity securities (primarily common stocks) that the Adviser believes are undervalued by the market. It normally invests at least 80% of net assets (plus the amount of any borrowing for investment purposes) in equity securities. The fund invests primarily in U.S. common stocks but may, to a lesser extent, invest in foreign stocks in developed countries. It is nondiversified. | | | Fund Profile |
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