| | | Morningstar Overall Rating: |  | | Total Assets: | 85.75M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 29.43% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 106 | | % Rank in Category (ytd): | 8.95% | | Beta (3y): | 0.92 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term capital appreciation and high current income. The fund invests primarily in undervalued small and mid capitalization common stocks and high yield securities. It seeks to invest in internally financed companies generating cash in excess of their business needs, with predictable revenue streams, and that are in industries with high barriers to entry.The fund is nondiversified. | | | Fund Profile |
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