| | | Morningstar Overall Rating: |  | | Total Assets: | 54.65M | | Category: | Large Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 15.63% | | 5y Avg Return: | 0.34% | | Rank in Category (ytd): | 1060 | | % Rank in Category (ytd): | 81.98% | | Beta (3y): | 0.85 | | Morningstar Risk Rating: | Below average |
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| The investment seeks total return, consisting of capital appreciation and current income. The fund invests 50% of assets in the ten "Dogs of the Dow" stocks, in approximately equal dollar amounts, and 50% of assets in U.S. Treasury securities with a maturity of less than one year. It utilizes a borrowing strategy which allows its performance to approximate what it would be if it had an asset allocation of 75% Dogs of the Dow stocks and 25% U.S. Treasury securities. The fund is nondiversified. | | | Fund Profile |
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