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| | | Morningstar Overall Rating: |  | | Total Assets: | 10.31M | | Category: | Large Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 19.40% | | 5y Avg Return: | 0.61% | | Rank in Category (ytd): | 762 | | % Rank in Category (ytd): | 58.93% | | Beta (3y): | 1.07 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term capital appreciation; income is a secondary consideration. The fund normally invests at least 80% of net assets in equity securities that the Advisor believes are undervalued. It may invest in companies that have market capitalizations of any size, but invests most of assets in companies that have market capitalizations of more than $1.5 billion. The fund typically holds a selection of common stocks included in the Russell 1000 Value index. | | | Fund Profile |
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