| | | Morningstar Overall Rating: | N/A | | Total Assets: | 1.61M | | Category: | Large Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 43.23% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 25 | | % Rank in Category (ytd): | 1.93% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks long-term capital appreciation. The fund invests primarily in U.S. equity securities of mid- to large-cap companies. It typically invests in a portfolio of approximately 30 to 35 mid-to large-cap companies that the adviser believes present the best opportunity for investment by the fund, and that trade at a reasonable price compared to their intrinsic value as determined by the adviser. The fund typically invests in equity securities issued by U.S. companies. However, from time to time, it may purchase or hold securities of foreign companies that are denominated in U.S. dollars and trade on U.S. exchanges. | | | Fund Profile |
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