| No headlines available for CLRVX. |
| | | Morningstar Overall Rating: | N/A | | Total Assets: | 51.36M | | Category: | Mid-Cap Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | N/A | | 5y Avg Return: | N/A | | Rank in Category (ytd): | | | % Rank in Category (ytd): | N/A | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks long-term capital growth on a tax-efficient basis while providing moderate current income. Under most market conditions, the Adviser will allocate Fund assets to Growth Equity 10% - 40%; Income Equity 5% - 25%; International Equity 10% - 40%; Real Asset Equity 0% - 20%; Small Cap Equity 5% - 30%; Special Situations 0% - 10%. | | | Fund Profile |
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