| | | Morningstar Overall Rating: | N/A | | Total Assets: | 217.31M | | Category: | Long-Short | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 22.76% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 31 | | % Rank in Category (ytd): | 15.82% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks to achieve long-term capital appreciation with an emphasis on risk-adjusted returns and lower volatility than traditional equity market indices. The fund uses absolute return strategies as well as strategies aimed at enhanced risk-adjusted returns. It may invest and trade in a wide range of instruments, markets and asset classes, including U.S. and non-U.S. equities and equity derivatives, currencies, financial futures, options, swaps and debt instruments. The fund may invest in equity and debt securities of companies of all sizes and without limit on the credit quality or maturity of debt securities. It is nondiversified. | | | Fund Profile |
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