| No headlines available for IOLCX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 15.02M | | Category: | Long-Short | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 14.88% | | 5y Avg Return: | -2.38% | | Rank in Category (ytd): | 70 | | % Rank in Category (ytd): | 35.71% | | Beta (3y): | -11.88 | | Morningstar Risk Rating: | High |
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| The investment seeks capital appreciation. The fund normally invests in equity securities of companies of any market capitalization and traded in U.S. markets. It generally takes long positions in equity securities identified as undervalued and take short positions in equity securities identified as overvalued. Each long or short position is determined by analyzing the tradeoff between the attractiveness of each position and its impact on the risk of the overall portfolio. The fund long and short positions may involve equity securities of foreign issuers that are traded in U.S. markets. | | | Fund Profile |
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