| | | Morningstar Overall Rating: |  | | Total Assets: | 1.08B | | Category: | Long-Short | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | -3.54% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 168 | | % Rank in Category (ytd): | 85.71% | | Beta (3y): | 3.20 | | Morningstar Risk Rating: | Low |
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| The investment seeks to provide long-term positive return. The fund invests in the equity securities that are undervalued and sells short securities that it believes are overvalued. It takes long and short positions selected from a universe of mid- to large-capitalization stocks with characteristics similar to those of the Russell 1000 index. It may also invest in shares of exchange-traded funds. | | | Fund Profile |
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