| | | Morningstar Overall Rating: |  | | Total Assets: | 76.51M | | Category: | Long-Short | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | -0.53% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 156 | | % Rank in Category (ytd): | 79.59% | | Beta (3y): | 3.11 | | Morningstar Risk Rating: | Below average |
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| The investment seeks capital appreciation independent of stock market direction. The fund primarily invests in long and short positions of common stocks of large US companies. It invests in long position of stocks undervalued and short position of stocks overvalued. The fund may invest in short-term securities and other similar securities. It mainly invests in common stocks, but may also include other types of equities such as preferred stocks or convertible stocks. | | | Fund Profile |
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