| | | Morningstar Overall Rating: |  | | Total Assets: | 138.66M | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 33.74% | | 5y Avg Return: | 4.32% | | Rank in Category (ytd): | 181 | | % Rank in Category (ytd): | 8.96% | | Beta (3y): | 1.14 | | Morningstar Risk Rating: | High |
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| The investment seeks growth of capital. The fund invest in a diversified portfolio of companies that collectively have a lower projected price to earnings ratio than the market, a higher projected rate of earnings growth relative to the market, and what the Advisor believes to be reduced risk levels relative to the general averages. It invests primarily in common stocks of companies that the Manager believes are undervalued, without regard to capitalization. The fund may invest in equity securities of foreign issuers and foreign debt securities. | | | Fund Profile
- CLVFX Prospectus
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