| | | Morningstar Overall Rating: |  | | Total Assets: | 1.06M | | Category: | Mid-Cap Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 23.52% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 361 | | % Rank in Category (ytd): | 85.95% | | Beta (3y): | 0.82 | | Morningstar Risk Rating: | Low |
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| The investment seeks long-term capital appreciation. The fund focuses on investing in out of favor and undervalued securities. It emphasizes purchase of small, medium, and large capitalization U.S. common stocks. The fund typically invests in common stocks, although it may also invest in other equity securities; preferred stocks, convertible bonds, convertible preferred stocks and foreign stocks. It is nondiversified. | | | Fund Profile |
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