| | | Morningstar Overall Rating: | N/A | | Total Assets: | 19.19M | | Category: | Mid-Cap Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 28.65% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 274 | | % Rank in Category (ytd): | 60.89% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks long term capital appreciation. The fund normally invests at least 80% of net assets in common stocks of companies of any size capitalization. It invests in undervalued common stocks. The fund seeks to invest in internally financed companies generating cash in excess of their business needs, with predictable revenue streams, and in industries with high barriers to entry. It is non-diversified. | | | Fund Profile |
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