| No headlines available for DIVDX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 17.72M | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 21.37% | | 5y Avg Return: | -0.85% | | Rank in Category (ytd): | 1434 | | % Rank in Category (ytd): | 70.95% | | Beta (3y): | 0.99 | | Morningstar Risk Rating: | Below average |
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| The investment seeks reasonable current income and long-term growth of income and capital. The fund invests at least 80% of assets in common stocks of companies which pay dividends and have the potential for increasing dividends. The management employs a quantitative screening process in an attempt to identify a number of common stocks which are undervalued and pay dividends. The investments may include foreign securities held directly. It may invest 20% of asset in convertible and fixed-income securities. In addition, the Fund may invest in real estate investment trusts (commonly known as ?REITs?). | | | Fund Profile |
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