| No headlines available for CALEX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 33.84M | | Category: | Large Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 17.04% | | 5y Avg Return: | 1.84% | | Rank in Category (ytd): | 918 | | % Rank in Category (ytd): | 71% | | Beta (3y): | 0.91 | | Morningstar Risk Rating: | Below average |
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| The investment seeks current income and long-term capital appreciation. The fund normally invests at least 80% of assets in a diversified portfolio of common stocks. The adviser chooses investments in equity securities based on its judgment of fundamental value , which emphasizes stocks that have favorable dividend yields and growth prospects relative to comparable companies. The adviser chooses investments in stocks of companies that have market values of at least $1 billion and have institutional ownership that is sufficiently broad to provide adequate liquidity suitable to the fund's holdings. | | | Fund Profile |
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