| | | Morningstar Overall Rating: |  | | Total Assets: | 404.63M | | Category: | Long-Short | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | -3.88% | | 5y Avg Return: | 5.32% | | Rank in Category (ytd): | 170 | | % Rank in Category (ytd): | 86.73% | | Beta (3y): | -0.52 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term capital growth with a short-term focus on capital preservation. The fund typically invests between 50% and 100% of net assets in U.S. common stocks. Its investment decisions are based on a combination of bottom-up company-specific analysis and top-down economic and market analysis. The fund?s investments include both long positions and short positions and may be made in companies of any size. It may hold up to 60% of net assets in short positions at any time. | | | Fund Profile |
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