| No headlines available for CBLSX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 26.47M | | Category: | Large Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 26.48% | | 5y Avg Return: | 0.57% | | Rank in Category (ytd): | 271 | | % Rank in Category (ytd): | 20.96% | | Beta (3y): | 1.04 | | Morningstar Risk Rating: | Average |
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| The investment seeks maximum long-term total return, consistent with minimizing risk to principal. The fund is a gateway fund that invests its assets in a master portfolio with a substantially similar investment objective and strategies. It normally invests at least 80% of assets in large-capitalization securities, which we define as securities of companies with market capitalizations of $1 billion or more. We seek total return by targeting companies that the management believes are undervalued, possess strong financial positions and have a consistency and predictability in their earnings growth. | | | Fund Profile |
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