| No headlines available for BETAX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 4.10M | | Category: | Long-Short | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 20.54% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 29 | | % Rank in Category (ytd): | 14.8% | | Beta (3y): | -9.67 | | Morningstar Risk Rating: | Above average |
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| The investment seeks to achieve consistent absolute returns with moderate correlation to traditional financial market indices. The fund invests, indirectly through its investment in the underlying funds, at least 80% of assets in securities that afford strategic and tactical opportunities to employ absolute return strategies utilizing a variety of US domestic equity securities. These securities may include common and preferred stock, and other debt instruments including convertible debt, options and futures. It is nondiversified. | | | Fund Profile |
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