| | | Morningstar Overall Rating: |  | | Total Assets: | 338.62M | | Category: | Long-Short | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 9.14% | | 5y Avg Return: | 4.66% | | Rank in Category (ytd): | 92 | | % Rank in Category (ytd): | 46.94% | | Beta (3y): | -0.72 | | Morningstar Risk Rating: | Below average |
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| The investment seeks to achieve capital growth by engaging in merger arbitrage. The fund normally invest at least 80% of net assets in equity securities of companies (both domestic and foreign) that are involved in publicly announced mergers, takeovers, tender offers, leveraged buyouts, spin-offs, liquidations and other corporate reorganizations. Equity securities include common and preferred stock. It may engage in active and frequent trading of portfolio securities to achieve its principal investment strategies. | | | Fund Profile |
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