| | | Morningstar Overall Rating: |  | | Total Assets: | 27.05M | | Category: | Long-Short | | Total Expense Ratio: | 2.42% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | -8.59% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 177 | | % Rank in Category (ytd): | 87.62% | | Beta (3y): | -7.15 | | Morningstar Risk Rating: | Average |
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| The investment seeks capital appreciation, and as a secondary goal, to manage volatility and market risk. The fund invests primarily in equity securities of domestically traded companies that the adviser believes have above-average potential to appreciate in value. The companies may be of any capitalization range. It may invest in common stocks, exchange traded funds (ETFs) and closed-end funds. The fund is nondiversified. | | | Fund Profile |
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