| | | Morningstar Overall Rating: |  | | Total Assets: | 34.99M | | Category: | Large Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 36.66% | | 5y Avg Return: | 4.58% | | Rank in Category (ytd): | 272 | | % Rank in Category (ytd): | 14.96% | | Beta (3y): | 1.18 | | Morningstar Risk Rating: | High |
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| The investment seeks long-term capital appreciation. The fund focuses investments in securities of companies that the management believes are positioned from one or more of the following: advances in technology, advances in communications, globalism or innovative management. It invests at least 40% of the Fund?s assets will be invested in global securities. The fund invests in a company?s securities without regard to the issuer?s market capitalization. It is nondiversified. | | | Fund Profile
- IWIRX Prospectus
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