| No headlines available for AEVYX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 8.42M | | Category: | Large Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 25.91% | | 5y Avg Return: | 2.62% | | Rank in Category (ytd): | 297 | | % Rank in Category (ytd): | 22.97% | | Beta (3y): | 1.06 | | Morningstar Risk Rating: | Above average |
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| The investment seeks growth of capital and income. The fund normally invests at least 80% of assets in equity securities that may provide income, offer the opportunity for long-term capital appreciation, or both. It may invest up to 25% of assets in foreign investments. The management chooses investments by identifying companies that are undervalued. The Fund can invest in any economic sector and, at times, it may emphasize one or more particular sectors. | | | Fund Profile |
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