| No headlines available for JALCX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 11.40M | | Category: | Mid-Cap Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 17.20% | | 5y Avg Return: | 0.51% | | Rank in Category (ytd): | 407 | | % Rank in Category (ytd): | 96.9% | | Beta (3y): | 0.89 | | Morningstar Risk Rating: | Average |
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| The investment seeks to provide long-term capital appreciation and outperform the S&P 500 Index. The fund invests primarily in undervalued foreign and domestic equity securities that the Adviser deems most likely to outperform the S&P 500 Index (the "S&P 500"). It normally invests at least 80% of net assets (plus the amount of borrowing for investment purposes, if any) in equity securities without regard to the market capitalization of the stock. The fund often buys stocks in the S&P 500 and typically holds more than 25 stocks. It is nondiversified. | | | Fund Profile |
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