| No headlines available for BANCX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 8.19M | | Category: | Financial | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 24.76% | | 5y Avg Return: | -7.51% | | Rank in Category (ytd): | 64 | | % Rank in Category (ytd): | 49.61% | | Beta (3y): | 1.36 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities of banks, thrifts, specialty lending institutions, insurance companies, real estate investment trusts and other financial services companies. The management utilizes a two-step security selection process to find intrinsic value regardless of overall market conditions. | | | Fund Profile |
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