| | | Morningstar Overall Rating: |  | | Total Assets: | 1.67M | | Category: | Mid-Cap Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 44.16% | | 5y Avg Return: | 2.80% | | Rank in Category (ytd): | 67 | | % Rank in Category (ytd): | 14.89% | | Beta (3y): | 1.27 | | Morningstar Risk Rating: | Above average |
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| The investment seeks to provide long-term capital appreciation. The fund's principal investment strategy is value investing. It invests in common stock of U.S. companies that the fund's adviser, Frank Capital Partners LLC, believes are under-priced based on the company's intrinsic value. The fund invests in common stocks of companies having strong financial positions, evidenced by balance sheets without significant debt or other liabilities compared to cash reserves, and it may not be limited to particular sectors. It is nondiversified. | | | Fund Profile |
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