| No headlines available for ARVIX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 102.45M | | Category: | Mid-Cap Value | | Total Expense Ratio: | 1.05% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 26.15% | | 5y Avg Return: | 3.25% | | Rank in Category (ytd): | 173 | | % Rank in Category (ytd): | 40.8% | | Beta (3y): | 1.10 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in securities issued by mid cap companies. It primarily invests in domestic equity securities.The fund considers a mid cap company to be one that has a market capitalization at the time of purchase within the range of market capitalizations of companies constituting the Russell Midcap Value index. It seeks to invest in companies trading at a discount to intrinsic value with a margin of safety, utilizing a discounted cash flow methodology. | | | Fund Profile |
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