| | | Morningstar Overall Rating: |  | | Total Assets: | 56.92M | | Category: | Large Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 36.38% | | 5y Avg Return: | -2.71% | | Rank in Category (ytd): | 90 | | % Rank in Category (ytd): | 6.96% | | Beta (3y): | 1.27 | | Morningstar Risk Rating: | High |
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| The investment seeks capital appreciation. The fund normally invests in large-capitalization U.S. companies whose stocks are considered be undervalued. Large-cap companies are considered to be those with market capitalizations like those found in the Russell 1000 index. It seeks to invest in stocks whose future prospects are misunderstood or not fully recognized by the market. | | | Fund Profile |
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