| No headlines available for IVCWX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 29.00M | | Category: | Mid-Cap Value | | Total Expense Ratio: | 1.16% |
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| PERFORMANCE & RISK | 31-Oct-09 |
| YTD Return: | 44.77% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 8 | | % Rank in Category (ytd): | 1.89% | | Beta (3y): | 1.03 | | Morningstar Risk Rating: | |
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| The investment seeks long-term capital appreciation. The fund normally invests primarily in equity securities of companies with varying market capitalizations of any size. It invests in equities that appear undervalued by applying a bottom-up process that considers absolute valuation and security pricing in the context of industry and market conditions. The fund also may lend portfolio securities on a short-term or long-term basis, up to 33 1/3% of total assets. | | | Fund Profile |
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