| | | Morningstar Overall Rating: | N/A | | Total Assets: | 159.14M | | Category: | Small Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 30.87% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 170 | | % Rank in Category (ytd): | 25.88% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks long-term capital appreciation. The fund primarily invests in a diversified portfolio of common stocks traded on major U.S. exchanges that the advisor believes present the most favorable potential for capital appreciation. It may invest in foreign stocks either directly, or indirectly through depository receipts such as American Depository Receipts (?ADRs?). | | | Fund Profile |
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