| | | Morningstar Overall Rating: | N/A | | Total Assets: | 66.36M | | Category: | Mid-Cap Value | | Total Expense Ratio: | 1.28% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 51.22% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 8 | | % Rank in Category (ytd): | 1.89% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks to provide long-term capital appreciation. The fund invests primarily in a portfolio of equity securities of companies that are undervalued in the opinion of the management. It also seeks to invest in companies that balance generating profits with an awareness of their impact on the environment and society in general. The fund may not invest in companies that derive substantial revenues from the tobacco, alcohol, pornography, gambling, or weapons industries. It is nondiversified. | | | Fund Profile |
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