| | | Morningstar Overall Rating: |  | | Total Assets: | 16.07M | | Category: | Small Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 38.02% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 105 | | % Rank in Category (ytd): | 15.98% | | Beta (3y): | 1.03 | | Morningstar Risk Rating: | Below average |
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| The investment seeks long-term capital appreciation from equity investments in companies that do not violate the core values and teachings of the Roman Catholic Church. The fund normally invests at least 80% net assets and all equity investments, including the amount of any borrowings for investment purposes, in securities meeting its religious criteria. It may invest in the common stocks of companies of any capitalization and, under normal circumstances, will emphasize investments in mid-capitalization ("mid-cap"), small capitalization ("small-cap") and micro capitalization ("micro-cap") companies. | | | Fund Profile |
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