| | | Morningstar Overall Rating: |  | | Total Assets: | 144.53M | | Category: | Large Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 11.01% | | 5y Avg Return: | 1.46% | | Rank in Category (ytd): | 1215 | | % Rank in Category (ytd): | 93.97% | | Beta (3y): | 0.82 | | Morningstar Risk Rating: | Low |
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| The investment seeks long-term capital appreciation and current income. The fund invests at least 80% of net assets in dividend paying common stocks of medium- and large-capitalization companies. It generally invests substantially all of assets in common stocks. The fund avoids the overweighting of any individual security being purchased. It may selectively write covered call options when it is deemed to be in its best interest. The fund may also invest up to 30% of assets in foreign securities. These investments are generally made in American Depository Receipts, which trade on U.S. exchanges. | | | Fund Profile
- CHDEX Prospectus
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