| No headlines available for ACTIX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 158.48M | | Category: | Large Value | | Total Expense Ratio: | 1.10% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 12.71% | | 5y Avg Return: | -1.14% | | Rank in Category (ytd): | 841 | | % Rank in Category (ytd): | 63% | | Beta (3y): | 1.02 | | Morningstar Risk Rating: | Average |
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| The investment seeks capital growth while attempting to minimize the impact of federal taxes on shareholder returns. The fund primarily invests in common stocks. It may invest in preferred stocks, foreign securities, convertibles, notes, bonds, and other debt securities. The fund may seeks to minimize realized capital gains by keeping portfolio turnover low and generally holding its investments for long periods. | | | Fund Profile |
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