| | | Morningstar Overall Rating: |  | | Total Assets: | 511.14M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 13.17% | | 5y Avg Return: | 5.11% | | Rank in Category (ytd): | 1101 | | % Rank in Category (ytd): | 92.99% | | Beta (3y): | 0.80 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term capital appreciation; income is a secondary, factor. The fund invests in stocks that are believed undervalued at the time of purchase and special situation bonds that have the potential to provide both capital appreciation and income. It may invest in companies of any market capitalization. The fund may also invest in companies in the process of financial restructurings or liquidations. | | | Fund Profile |
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