| | | Morningstar Overall Rating: | N/A | | Total Assets: | 1.22B | | Category: | Bear Market | | Total Expense Ratio: | 1.76% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | -13.00% | | 5y Avg Return: | 5.96% | | Rank in Category (ytd): | 27 | | % Rank in Category (ytd): | 25.71% | | Beta (3y): | 7.65 | | Morningstar Risk Rating: | |
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| The investment seeks capital appreciation. The fund seeks capital appreciation primarily through short sales of domestically traded equity securities. It also seeks capital appreciation through long positions on equity securities. The fund is expected to hold more short positions than long positions on securities and/or the overall market. It can also purchase restricted securities in private placement transactions, exchange-traded funds (?ETFs?), and hybrid instruments. | | | Fund Profile |
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